Jeremy Lefebvre (Financial Education)

"The first one up here is Netflix. Netflix is such a clean undervalued stock and this is a very clean story here in in regards to Netflix."

"I'm not bullish about Meta in the short term. If it runs, I I think it's a rangebound stock, and I've said this many times. I think it's a rangebound stock. I think every, you know, nice bounce you get in the stock where it's like, oh, Meta is coming back. It just gets sold off. And I think that will continue to be the situation. But I'm willing to hold my money in a stock that is dead money shortterm for the long-term upside there, right?"

"Walmart, you actually have valuation problems with that stock."

"Micron is another scared stock. People are like, "Oh my gosh, Micron's making so much. They're going to make so much next year." But what about in 2028? What about in 2029? What about in 2030?"

"Tesla's a laugh out loud."

"Meta is a capex problem."

"Broadcom is kind of a me. They might be the most decently positioned story stock out of these bunch just because people might look at a Broadcom as that's a play on potentially saving money on chips, right, versus buying the highest end stuff from Nvidia."

"Microsoft has capex problems."

"Apple, Apple has valuation concerns. The, you know, P ratio, 4 P ratio for Apple's, you know, deep in the 30s. So that has valuation problems, right?"

"Nvidia, Apple, Mr. softy Microsoft, Amazing Zon, Google, McDougall, SpaceX, Broadcom, Meta, Tesla, Masla, Micron, and Walmart, right? Those 11 companies right there. Now, you have issues with almost every single one of those stocks, right? You say Nvidia, people are clearly scared about Nvidia. Their credit default swaps are are piling, you know, they're going insane. Like that's people are scared of Nvidia because they say so much circular financing. What happens when there's a pullback in cape"

"What about my lovely amazing on Amazon stock, right? Look at free cash flow that was piling up. Their free cash flow was exploding at Amazon, right? And now it's gone into the negatives and it's going to get a lot worse before it gets better."

"Look at Meta's free cash flow at this point in time, right? It topped a long time ago and is clearly trending down, right? Free cash flow per share from Meta. Same exact thing. But I want to give you even a more real illustration because what we're focusing on here is trilling 12 month. If you look on a quarterly basis, it's really ugly. Look at the free cash flow of Meta. Oh my gosh, do we have a problem. Oh my gosh."

"What about a company like Oracle Oracle is facing a flow a full-blown financial storm in the credit markets with its 5-year credit default swap spread skyrocketing 200 basis points up from just 40 basis points a year ago this means in ensuring Oracle's debt against default has roughly quintupled It has pushed Oracle's implied cumulative default probability over 16% making it the single most stressed investment grade technology borrower. That's crazy to even think about a 16% probability of defau"

"Look at this. Nvidia, you would think Nvidia is arguably the most solid great company in the stock market right now, right? Look at the revenue growth, look at the profitability, look at the profit growth, look at the margins, look at the income statement, look at the balance sheet, look at, you know, Jensen in the way he runs the company, right? And you would think there's no higher quality company than something like Nvidia, right? Nvidia 5-year credit default swaps are borderline blowing out."

"Massive tech companies like Amazon, Google, McDougall, Meta are borrowing heavily to build data centers and finance artificial intelligence infrastructure."

"Massive tech companies like Amazon, Google, McDougall, Meta are borrowing heavily to build data centers and finance artificial intelligence infrastructure."

"I want to explain why Cake stock has gone so insane cuz people look at that and like how is that like the greatest stock ever, right? 80% the past 3 months."

"Second thing we're going to talk about in this video is Meta. Meta is a stock that is very divisive and there's not a lot of people that can really give it to you both sides. I'm here to do that here today. As somebody that's been a meta shareholder on and off for the longest time, like pretty much since the company went IPO, I want to give you a perspective on the stock here today that I think is going to be very important and talk about the bearish points with the stock, the bullish points wit"

"And the king is Cheesecake Factory. Look at that threemonth move. 80 percentage points, ladies and gentlemen. Cheesecake Factory is up 80% the past three flipping flapjacking months. Holy smokes. Is that ain't no dang joke."

"Shopify no longer getting Shopified. The stock's up about 48% in the past three months."

"Look at Service Now. Service Now up 21% the past 3 months."

"Meta got hit hard today."

"MU Micron down 7%."

"This one's less than $10 a share as of right now. It's five bucks. HNST, honest company, great income statement, great balance sheet."

"RVLV is the third of these four stocks. Revolve, this is an e-commerce company, little higherend."

"The second stock is Celsius Holdings. CH is a ticker symbol of this one. They own the Celsius energy drink brand."

"Okay, number one of these four stocks under $30 that has incredible long-term upside is SoFi Technologies, Sofi, on this one."

"It is Netflix. Netflix it's the most attractive riskreward in the market for the next 3 years in my opinion. This one you don't have the out of control capex that you have to worry about with a stock like a Meta or an Amazon. It is big potential upside over the next few years. Forward P on this one is 21. It's a recurring revenue stream business model. So it's like the ultimate SAS play, right? But the difference is between this and the traditional SAS plays like the Service Now and Salesforce a"

"Amazon AMZN. This one I absolutely love between the e-commerce side, AWS side, which is accelerating rapidly right now in regards to growth rates, and then they got their ads business and they got a bunch of other businesses, but those three are the cores, right? And so this one's definitely an honorable mention."

"Next one, honorable mention, American Express. This one just consistent, great company."