They just set a time bomb 💣 My Warning to all Investors‼️

✅ Join My Private Group & access 1000xStocks. Apply with this link https://www.fejeremy.com/2024-app-ytc2

🚨 Join my Patreon with this link. Stocks I'm Buying/Selling this week https://www.patreon.com/JeremyLefebvre
The main stock market software I use is www.1000xStocks.com

✅ My Stock picking checklist
https://www.fejeremy.com/stockchecklist-ytm

Financial Education

This is a Jeremy Lefebvre Production

Created by Jeremy Lefebvre

LMK if you know any stocks to buy now or stocks to watch!

00:00 Intro
01:00 Market Chaos & What’s Next for Beaten-Down Stocks
01:09 Video Roadmap: Tom Lee, Dan Ives, AWS, and the $3.5M Portfolio
02:34 Valentine’s Day Patreon Deal + Quick Housekeeping
03:10 Reacting to Tom Lee: CPI, Rates, and the AI ‘Software Doom’ Narrative
07:09 Why Money’s Rotating: MAG 7 CapEx Fears vs. ‘Bullet Maker’ Stocks
08:58 Tom Lee on International Markets, Gold FOMO, and Crypto Frustration
15:14 Dan Ives in London: ‘Software Doomsday’ Is Overblown (Winners & Losers)
23:04 AWS CapEx vs. Growth: What Amazon Must Prove to Move the Stock
29:36 Inside the $3.5M Public Account: Diversification, Hedges, and Profit-Taking
33:09 Crash vs. Heatmap: Why It Feels Awful While the Market Looks Green
36:27 Explaining the Great Rotation: Big Money Leaving Mega-Caps for Forgotten Names
39:55 When Do Mega-Caps Come Back? The ‘Shock-and-Awe’ Catalyst & CapEx Reality Check
45:09 Stock-by-Stock Damage Check: HOOD, SNOW, NFLX, SHOP, and the IGV Software Wreck
49:10 Beaten-Down Stock Check: SoFi, Palantir, Tesla Hedges
49:33 Estee Lauder Comeback Story: From Forgotten to Future Winner?
50:23 Software Near the Lows: ServiceNow & Adobe Valuation Reality Check
51:03 Housing & Solar Whiplash: Enphase Pain vs Toll Brothers Strength
51:54 10-Year Yield Watch (and a Mortgage Deadline)
52:26 “Not a Market Crash”—It’s a Stock Crash (and Retail’s Feeling It)
53:30 AI Selloff Debate: Anthropic Fears vs Software’s Real Moat
54:39 Tech Cycles 101: Cloud Shift, Mobile Revolution, and Today’s AI Panic
59:35 CapEx Arms Race: Hyperscalers Digging the Moat (Year 3 of 10)
01:01:59 Market Breadth & Macro Noise: Tom Lee on Jobs, CPI, and Gold’s Rise
01:07:30 Don’t Bet on Multiple Expansion: Invest for EPS Growth
01:08:11 Big Tech Debt Boom: Oracle/Alphabet Mega Deals & Who’s Buying
01:11:07 CapEx Shock: “We Don’t Know Where the End Is” + Rate Cut Outlook
01:14:37 Historic Portfolio Day: $750K+ Moves and What’s Coming Next
01:17:07 Big Sale Revealed: Trimming Meta After Massive Run-Up
01:19:58 Meta’s CapEx Problem: Free Cash Flow Squeezed, EPS Under Pressure
01:27:52 Revised Meta Projections: Margins Down, Risk Up, What Could Save It
01:34:11 Generational Opportunity Call: SaaS Stocks as the 2026 Setup
01:36:44 New Buy: ServiceNow Position + Bottom-Fishing Risk Management
01:38:33 ServiceNow Bull Case Math: Growth, Margins, and Why SaaS Re-Rates
01:40:09 ServiceNow Base Case: 20%+ CAGR Thesis
01:40:52 ServiceNow Bear Case: Still Beats the Market?
01:41:56 New Buy: Salesforce (CRM) + CEO Moat
01:42:44 Salesforce Bull/Base/Bear Projections Breakdown
01:44:40 Why SaaS Isn’t “Dead”: Integration, Switching Costs & Lawsuits
01:46:48 New Buy: Adobe (ADBE) — Modest Growth, Big Upside
01:48:05 Adding a Tesla Hedge (TSLZ): Valuation & “Dream” Risk
01:49:59 New Buy: American Express (AXP) — Bull/Base/Bear Cases
01:51:25 New Buy: PayPal (PYPL) + Regret-Proof Investing Mindset
01:54:03 Patreon Pitch + Setting Up the Next Market Discussion
01:57:45 Market Risk Check: Bitcoin/Ethereum Weakness = Dead Cat Bounce?
01:59:43 Margin Debt & Deleveraging: Why Assets Can Drop Without Recession
02:06:11 Tech Valuations Debate + Mag 7 CapEx/Depreciation Warning
02:12:28 Robinhood Earnings Reaction: A “Gambling Company” Lens
02:17:37 Reacting to CNBC: Economy ≠ Stock Market + Rotation Evidence
02:27:17 JPMorgan data says consumers aren’t cracking—earnings stay strong
02:28:35 When everyone’s bullish: why great numbers don’t excite the market
02:29:34 AI shifts to software: defending Salesforce & ServiceNow in the SaaS selloff
02:31:11 Do SaaS multiples make sense? Stickiness, moats, and why Adobe/Intuit matter
02:38:47 Microsoft ‘lost the AI narrative’? CapEx fears and the enterprise monetization case
02:40:25 The ‘genius’ barbell: own Nvidia/AMD + beaten-down SaaS either way
02:43:18 Market check + what’s in today’s video (5 topics)
02:46:05 3 favorite high-yield savings accounts (SoFi, Ally, Marcus)
02:49:57 Earnings season report card + the hidden AI cost problem
02:54:44 Stock sold: trimming Google—valuation, CapEx, and expected returns
03:02:39 3 stocks bought: Salesforce, American Express, and Nike (with projections)
03:07:48 HIMS crash: Novo lawsuit risk, why projections break, and 2027 revisit
03:13:54 Wrap-up: focus on great companies + Patreon sale reminder