New Stock I will Start buying in April🤫

About this Video

• Video Title: New Stock I will Start buying in April🤫
• Channel: Jeremy Lefebvre Clips
• Speakers: Jeremy Lefebvre
• Duration: 00:26:21

Introduction

This video presents Jeremy Lefebvre's analysis of seven major tech stocks ("Mag 7"), ranking their projected performance over the next three years. He expresses overall bullish sentiment for the group but highlights individual stock prospects, emphasizing forward P/E ratios and growth rates as key valuation factors. He also discusses his investment strategy and the factors influencing his decisions.

Key Takeaways

1. Meta (META): Projected as the top performer due to its low P/E ratio, double-digit growth expectations, AI revenue generation, and dividend payments.
2. Amazon (AMZN): Ranked second, showcasing a very low forward P/E, double-digit growth, and anticipated earnings per share growth exceeding revenue growth.
3. Nvidia (NVDA): Despite current market uncertainty regarding its 2026 growth, it's considered a strong long-term investment due to its technological necessity.
4. AMD: Considered a better investment than Nvidia in the short-term (next 3 years) due to expected revenue growth surpassing Nvidia's, and attractive forward P/E ratios.
5. Google (GOOGL): Faces regulatory hurdles, but its sub-20 forward P/E ratio makes it an attractive investment.
6. Microsoft (MSFT): A stable, double-digit growing company with fair valuation.
7. Tesla (TSLA): The least bullish outlook due to perceived mismanagement and declining vehicle deliveries. However, the speaker still holds a small ceremonial position.