I Reveal The Stock Jeff Brown Says Will Gain 25,000%

About this Video

• Video Title: I Reveal The Stock Jeff Brown Says Will Gain 25,000%
• Channel: Dylan Rieger
• Speakers: Dylan Rieger (implied)
• Duration: 00:10:14

Introduction

This video analyzes Jeff Brown's presentation, "The Tesla Shock of 2025," which claims a $50 stock has 25,000% growth potential. The video aims to identify this stock based on clues from Brown's public presentation, without using any paid or proprietary information.

Key Takeaways

• Jeff Brown's track record: The video reviews some of Brown's past stock picks, showing mixed results. Some performed well (Micron), while others did not (Grayscale Ethereum Trust, Schrodinger). AMD's performance is described as fluctuating.
• The "Tesla Shock" stock: Brown hints at a company benefiting from Tesla's Optimus robot and the broader robotics boom. Clues suggest a semiconductor company with a $50 stock price, partnerships with major players (Tesla, Volkswagen, Hyundai, etc.), and supplying image sensors for Tesla's self-driving cars.
• Onsemi (ONMI) identified: The video concludes that Onsemi is the likely company being pitched by Brown. Onsemi fits the clues given in the presentation.
• Onsemi's Q1 2025 performance: Onsemi reported strong revenue but experienced a stock drop due to concerns about its automotive segment's performance and overall growth trajectory. Despite the strong free cash flow, margins decreased.
• Dylan Rieger's Verdict: While acknowledging Onsemi's potential in high-growth industries like robotics and industrial automation, Rieger remains cautious due to the slump in the automotive sector and uncertainty about the near-term future of humanoid robotics. He recommends waiting for clearer signals before investing.