About this Video

• Video Title: This Stock‼️is‼️minting NEW MILLIONAIRES
• Channel: Financial Education
• Speakers: Jeremy Lefay
• Duration: 00:33:48

Introduction

This video discusses several stocks, focusing on recent performance, upcoming earnings reports, and potential future trends. The speaker shares his personal investment experiences and offers insights into his decision-making process regarding buying and selling stocks, including a discussion about the risks involved in highly speculative investments. He also promotes his private stock group.

Key Takeaways

• AMD's performance: AMD stock recently crossed $160, a significant milestone for the speaker and other shareholders. The speaker believes AMD has a long runway for growth, possibly reaching $300-$500 in the future, although he cautions about potential deceleration of growth in 2027 or 2028.
• Palantir's situation: The speaker is considering selling 500 shares of Palantir before or after their August 4th earnings report. He anticipates significant growth but is concerned about a potential deceleration in revenue growth that could significantly impact the stock price in the long term (years, not months/quarters). He's considering a phased approach to selling his shares.
• SoFi's outlook: SoFi has reported six consecutive double beats on earnings and revenue. The speaker expresses optimism based on recent positive indicators like advertising and the 1% IRA match but warns of potential significant losses (50%+) during the next recession.
• Cheesecake Factory's prospects: The speaker views Cheesecake Factory (Cake) as a good risk/reward investment, emphasizing the stability of the core business and the growth potential of their Flowerchild concept. He predicts the stock could reach $75 or even $100 as Wall Street recognizes its value.
• Market cycle warning: The speaker warns of a potential euphoric phase in the market following a strong earnings season, potentially leading investors to speculative stocks and altcoins, which could end badly (70-100% losses) within 1-2 years.

The speaker anticipates that AMD's growth rate might begin to decelerate in 2027 or 2028. He cites the potential impact of the MI350 series (contributing to a possible deceleration in the current quarter), followed by the later release of the MI400 series as key factors influencing his prediction. He suggests that after the MI400 series' impact is felt, a deceleration might occur.