transcribe

ATTENTION ‼️ Market Trap On The Way

Jeremy Lefebvre Clips · 24m · transcribed Jun 2026
More from Jeremy Lefebvre Clips
𝕏 Share ▶ YouTube 📥 PDF 🤖 .md

Transcript

0:00 Listen, if you look at the stock market, a heat map the last three months is very crystal clear what you see, right? We have the AI fund category over here. Any stock that is seen as a beneficiary of AI, right? Is having a grand old time is partying, right? Look at MU just in the past three months, the past three months, Micron stock is up nearly 170%. Ridiculous, right? Meanwhile, the rest of the market is bleeding. Absolutely bleeding, right? Something is about to break. This, ladies and gentlemen, is not sustainable for the long term. It is the way it is right now, but this is not sustainable whatsoever. I want to show you some of the most impressive, the household name companies, some of the best growth companies you're going to find in the market. And look what's happened with these stocks this year.

0:54 Right? Service Now stock is down nearly 20% this year. one of the best companies in the entire stock market down nearly 20%. And this is after last year got absolutely obliterated, right? Shopify, one of the best companies in the entire stock market. This stock has gone down nearly 29% this year. The funny thing is companies like Shopify and companies like Service Now, if anything, they might actually be AI beneficiaries and they still have gone absolutely slammed. Look at a stock like SoFi. Oh my. So down over 40% year to date. This is one of the strongest best growth companies in the entire stock market and 40% down so far this year. Brutal. Salesforce Mark Beni one of the best CEOs in the world proven over time and another AI beneficiary likely long term. But what's it matter?

1:51 25% the stock's gone down this year and that's after last year. It fell a bunch as well. Look at the Palunteer. Is there a stronger growth company in the world than a Palunteer? This is a one of one masterpiece of a company. What does it have to see? Down another 6.5% here today. Down nearly 19% year to date, right? I mean, the stock's down what $60 a share from its all-time high. And this is with a company just clicking on all cylinders, reporting just shockingly great numbers. Like every time Palanteer reports, I'm like, "How did they do that number? How did they do that?" But it doesn't matter right now. No one wants to own that stock. Look at this one.

2:33 Nike. Nike over 31% down this year. Stock already was dead. They buried it even deeper. Like how how much pain can one stock take? Brutal. Absolutely brutal. Estee Lauder. Say it louder for the people in the back. Down nearly 25% this year. This one's alltime high was like $370. And um company's numbers are all trending in the right direction. Nike as well, but it doesn't matter yet. At the end of the day, no one's paying attention to these stocks. No one cares about these stocks right now. They're just they're buried. They're they're they're buried alive right now. That's what I would call it because none of these companies are dead. And many of these all these companies I'm running you through, they're all great companies. They're the furthest thing from dead. They're buried alive. That's the best way I could put it. They're buried alive right now. Okay. Elf fell off the shelf.

3:30 34% down year to date. Oh my gosh. We're talking about this is the most exciting best cosmetics company, beauty company you can invest in in the world. And look at it. What's it got to show for? 34% year-to date down. brutal winning resorts hasn't even been winning this year. Down 14% so far this year. Celsius Holdings, oh my gosh, Celsius is there. This is the most exciting drink company in the world. Second to none. They're the number one. What does it have to show for it? 38% down. This stock's down nearly 70% from its all-time high.

4:07 Nearly 70%. It's buried alive, right? I'm going to run you through more stocks. Yeah. Oh, let let me run you through one more and then we'll take a little break and we'll start running through more stocks. American Express, does it get more quality than American Express? The answer is no, it does not. This is the definition of quality stock, the highest quality. If we were to have an S tier stock for the most quality stocks in the market, American Express would be right up there at S tier. Unbelievable. As good as it gets. And what does it have to show for it? 19% down year-to- date.

4:43 These hits are hard, ladies and gentlemen. Hard. And these are four great companies. And so you got to ask yourself, is this sustainable? And so when I hear somebody say, oh, you know, market's overvalued or there's no good deals in the market, I say, open your eyes. You don't understand the damage there is in the market. You don't understand. You haven't looked at the facts around how many stocks are down 30 40 50 60 70% from their all-time highs.

5:14 And we're not talking crap companies. We're talking the creme dela creme high growth companies. Companies with the best business models in the world. And yet their stocks are buried alive right now. They've been all thrown out. Anything of these sorts of stocks have been absolutely thrown out. That's not sustainable. That's a freak market. That's not a market that's right in the head. This is the type of stuff that happened in the great financial crisis. The great financial crisis, it didn't matter what your business model was. You were going down. Chinatown, everything, right? In this market almost everything is going down and we'll get into that shortly. Right? Look at Cheesecake Factory. This is a freak situation. We call it the freak. Okay? 22% up year to date. That's unbelievable. But we look at outside of Cheesecake Factory in that one freak situation and it's ugly. Look at McDonald's. McDonald's this is one company that good times usually the stock does good. Bad times the stock does good. Kangaroo time the stock does good. Mc It's McDonald's. Like they're always going to put up their numbers regardless, right? And yet what does this stock have to show for? It's down 9% this year. For McDonald's that's actually a brutal move. That would be like a semiconductor stock going down 30%. When you're seeing McDonald's down 9%. Chipotle, who's been watching the channel for years, who was the one that when Chipotle was the hottest stock in the market a few years ago, who was the one saying this stock is topping, I'm betting against this stock. Remember, you remember and um sure enough, Chipotle down, Chinatown another 23% this year. It's already been getting obliterated. I mean, Chipotle is down way over 50% from its all-time high hit a couple years ago when that stock was redot back then, right? Young Brands, Young Brands, Pizza Hut, Taco Bell, who else do they own? Um, Pizza Hut, Taco Bell, KFC, if I recall as well, right?

7:10 Young Brands down this year. Texas Roadhouse, arguably the most well-run company in in the restaurant space. It's between them and Cheesecake Factory, right? And uh what does the stock have to show for it? Three 3% down this year, right? Like, man, it's just it's ugly out there. And so, here's what it is. You know, it's it's it's I it's like I I may had AI make me two islands here, right? And one island is just perfect water and it's like vacation times and people are just having the time of their life, right? And you got an island across the way and it's just like a total war zone right now. And this is how it is in the stock market right now.

7:47 AI related stocks, Micron, AMD, Nvidia, Marvel, uh Google, these sorts of stocks, SanDisk, run them all, right? They're they're in paradise right now. Nothing you can do to get these stocks down. They are just having the time of their life. It's never been better, right? And meanwhile, just about everything else is in an absolute war zone right now. They're fighting for their life. Not as a on a financial front like, oh, these companies are doing so bad. No, many of these companies that's ran through are actually doing better than they've ever been, but their stock prices are fighting for their lives. They are buried alive.

8:25 Unbelievable. Now, this is going to go one of two ways, ladies and gentlemen. Listen. Either the AI stocks, the MUs and the AMDs and the Nvidas and the Marvels and the Google and all these stocks, they're going to go over to that other island and it's going to be a war zone and it's going to get ugly. or all these stocks that are great companies, right, that have been in an absolute war zone with their stock prices for the last couple years here. They're going to go join the party and it's going to be paradise and they're going to have the time of their life. But there's no situation where all of this just stays the same for years and years to go in the future. That's not the way this works. There's also a potential that this goes over here and everything else goes over here, right?

9:08 And so all the AI related companies eventually have a bad day. And when I say a bad day, I'm talking about a bad few years and eventually it's a war zone for them while everything else is in paradise having the time of their life. Right? Now, the thing you got to understand about the stock market, this is something I've experienced in my 18 years being in this game. Nothing is lasting in the market. Nothing. Nothing. You could have stocks, you could have sectors be the hot plays for months, sometimes even years, multi-year, right? Those runs come to an end. Nothing is up to the right.

9:42 Nothing's down to the left. Wait, it'd be the other way. Nothing's down to the right. Nothing's up to the right forever. That's not the way this works. And so, you got to understand when you see all these AI companies having the time of their life, this is not going to last forever. This is a party right now. And we are having a ball, are we not? If you own AMD, Micron, Google, like a lot of these stocks I'm fortunate to own, right? At least when it comes to AMD and Google, Amazon, I mean, these stocks are having the time of their life and and we just look and it's almost like every day you wake up and you're just like, hm, I wonder how much money I made today. It's not even like, oh, did I not make money?

10:16 It's like, how much money am I going to make this week from AMD stock? You same thing if you're a Micron shareholder. Every week you wake up like, I wonder how much I'm going to make from Micron this week. Is it going to be 10,000 this week, 50,000, 100,000? A million? Like, I I just wonder. It's not like a and that's that's the fun part right now. We're in paradise right now when it comes to those stocks while everything else is just getting absolutely obliterated. And so even, you know, I'll show you the public count today. I have the top of my portfolio doing better than it's ever been. By the bottom half, a lot of these stocks are at 52- week lows and multi-year lows. And it's a long list of them. And that's the market we're in right now. It's a halves and have nots. It's a keeping up with the Joneses type market. That's what we're in right now. But none of this is lasting. None of this. And that's the way the market moves. And um you can move on in the next cycle. The thing you want to understand right now is the hot stocks, the ones that are redot right now, they're just absolutely ripping and like everybody can't stop talking about them. Everybody can't stop buying them.

11:17 The momentum traders can't stop buying these stocks. The ALGO's got their back. Uh they got positive gamma squeezes going on. Like the whole game, right? Those hot stocks that are redot right now, everybody can't stop buying them and they just [clears throat] seem like they go up every day. Listen, those hot stocks could become cold stocks a year from now, two years from now. That's the way this works. I could run you through basically every stock in existence. And I could show you, wow, it did have a two to five year insane bull run, right?

11:45 Where the stock just soared and made an unbelievable move. And I could show you after that um a big kangaroo cycle into a big down cycle. And I could take you through every stock. I don't care what stock. We want to talk Tesla. We want to talk Apple. We want to talk Microsoft. We want to talk Google. We want to talk Meta. We want to talk Amazon. We want to talk Nvidia. We want to talk AMD. I'll show you every stock.

12:08 Never fails. Never fails. Factually, mathematically, never fails. I could run you through the whole list. Every single one. And so understand what you're seeing in front of you right now with these hot stocks that a year from now, 12 months from now, 24 months from now, these stocks could be cold as ice. You might not be able to get somebody to even think about buying AMD or Micron a year from now or two years from now, three years from now. They'll be like, "You couldn't sell me that stock. I want nothing to do with that." Right? And I've seen that time and time again with every stock in the market. So just understand there will be a moment we could debate. Is it 6 months from now?

12:46 Is it six years from now? Is it three years from now? Now, is it two years from now? Is it one year from now? Is it 5 years from now? Is it four years from now? We could debate all that, but there will be a moment when you can't find somebody to buy AMD shares. You can't find somebody to buy Micron shares. It never fails. Ever. There'll be a moment, the almighty Nvidia, you won't be able to find somebody to buy that stock. Look at Palanteer. Everybody in their grandma couldn't wait to buy Palanteer last year, right? As the stock continued to soar higher and higher, you couldn't find somebody to buy Palunteer in 2022.

13:16 the stock fell to $6. Technically, I think it was 5.94 at the lows. Palanteer at that price and then go back a year ago, hottest stock in the market, people were happy to pay $200 plus dollars for Palunteer and now who's talking about Palunteer? Who's buying Palunteer stock? You can't find somebody to buy Palunteer stock. Same thing with Service Now, Salesforce. Go back a few years ago. People couldn't wait to load the boat on Salesforce. Service Now stocks. Those are some of the hottest stocks in the market at that particular time. You can't find somebody to buy. I mean me, I'm crazy enough to buy Salesforce and Service Now right now. But outside of that, those stocks have gotten wrecked, like wrecked. Wreckit Ralph, right? Like it's ugly, ugly, ugly. No, the cold stocks you're seeing right now in front of you, right? Listen, those cold stocks a year or two from now could be the red hot stocks. So when you look at an ELF, when you look at a Nike, an Esteee Lauder, a lot of the consumer discretionary stocks, these stocks are cold. No, you can't find somebody to buy them. People make fun of them. L fell off the shelf. They make fun of Nike.

14:18 Oh, don't speak about Nike. Same exact comments I got last year when I spoke about AMD. Who's laughing now? Oh, AMD suddenly the hottest stock in the market. Oh, people can't wait to talk about AMD now at 500. That's funny because when it was 100 something, people made fun of it. Advanced money decimator, advanced money destroyer. You I mean the amount of comments, oh talk about AMD, you know, like it's unbelievable. And then look at it. It's one of the hottest stocks. If I would have been talking about Micron non-stop, right? Let's say I was investing in Micron a year ago. Oh my gosh. You think anybody would have wanted to listen to me on Micron? Of course not. Like gh Micron memory chip company. GH yuck. Why would you even think about buying that? Buy the real stock like Nvidia, right? Nvidia has made hardly anything since then. Micron's probably up a thousand%. And so you got to understand the cold stuff, the stuff that's icy right now, just understand that will be that could be the hottest thing you ever seen a year or two from now. And the stuff that's redot right now, a year from two from now, you can't find somebody to buy these things, right? So that's that's the stock market. And it's been that way for the last 18 years. I've been in this game. I can tell you that much. And you can study the time before I was in this market. It was the same exact thing, right?

15:34 >> Hey there, it's Jeremy. I hope you really enjoyed that clip here today. What I'm showing you right now is 1,000x stocks.com. This is a specific software that has been designed to save you time. It's a one-stop shop for long-term investors to know how the company is doing, listen to what management has planned for the future, and compare companies next to each other. Which big tech is the most undervalued? Is that small cap company you heard of actually worth investing in or are there red flags? Get the front row to the conference call. Be able to access the management, which information is right to make an educated decision. Get all that information through 10,000x.com.

16:17 You can access that through the description area. You can apply for access to 1000x.com or you can go to 1,000x.com. Listen, I'm starting to see posts like this. Why would anybody buy crypto right now when stocks are actively doing this, right? You know, the post was showing Micron and many other stocks and how well they're performing, right? And this is fascinating because, you know, I remember the days and it wasn't that long ago when the crypto people would talk trash about the stocks. They're like, "Oh, look at you guys making you little bits of money. Look at how much money we're making out there." Right?

16:51 And um it's just fascinating to kind of see the the roles reversed at this point in time, right? If you look at since the 2021 highs, Bitcoin is only up 9%. Ethereum is actually down 56% during that time. While you have the Q's, think of it as a NASDAQ up 88%, Google McDougall up 148%, AMD up 244%, Nvidia up 638%, and then a stock like Micron up 1,239%. Absolutely unbelievable. my opinion on this whole deal with, you know, Bitcoin, Ethereum, crypto in general versus stocks, it's kind of an irrelevant thing, right? Like I wouldn't, if Bitcoin was running huge and the stocks were down, like it is what it is. Like, you know, I I I just don't think you can look at any of these sorts of things and kind of feel better about yourself or worse about yourself. Like, it is what it is. Like, okay, Bitcoin's not doing a thing and meanwhile tech stocks are running. That doesn't usually happen, but that is what's going on right now.

17:48 And I'm sure someday in the future maybe Bitcoin, Ethereum will be running heavy and stocks won't be doing a thing, right? And and you know, the other side will be talking trash. So, you know, that is what that is, right? Now, a bigger thing I'm seeing out there is people looking at the market right now and they're saying the market is so high right now, right? Don't buy into the stock market right now. It's too high.

18:07 The prices are too high, right? The Dow's too high. The S&P 500 is too high. The NASDAQ's too high, right? And listen, you know, the market is always going to be high unless you're happen to be in a crash at that particular time, but the market's always going to look high, right? 20 years ago, they thought the stock market was very high. 30 years ago, they stock thought the stock market was very high. 50 years ago, they thought the stock market was very high.

18:29 Like, they're always going to think it's high. If you think the S&P 500 is high now, the NASDAQ is high now, just wait until see the prices these things are in in a decade from now, in 20 years from now, in 30 years from now, you'll look back at this time period and be like, gosh, the stock market was cheap back then. No different than I could have looked at the stock market 10 years ago and felt like, stock market was high, right? Like that's the way it always is going to feel. The stock market's high at a particular time, right? And as far as earnings go and trying to predict earnings, like people are con like continuously wrong in regards to earnings. So the whole subject about trying to freak you out of the stock market because, you know, we're at alltime highs and prices are so high.

19:08 Don't get caught up in that whole game. That's just a silly game to caught up into, right? The next game people are getting caught up into is Trump, geopolitics, what's going on, Iran, all these sorts of things. You see this here a day, Trump tells CNBC, I don't care if Iran negotiations are over. Right? And so everybody always freaking out over these geopolitical things and all these other subjects, right? And so this is something that gets people caught off guard, scares people away from buying stocks, scares people away from holding stocks, makes people say, "Ah gosh, I got to take profits because this could go wrong, that could go wrong." All these sorts of fears, right? Listen, when I first got in the stock market, I was running track. I was in college, right? I was 18, 19 years old. And at that particular time, we had the great financial crisis thing going on, right?

19:52 There was a TARP program going on which freaked a lot of people out. We had a debt crisis going on. Obama just got elected. Every new president that comes in, there's always a lot of fear about like they're going to take the country down and lead us in the wrong direction. All those sorts of things, right? When I first like got into college, like gas prices were insanely high. So, people were saying gas prices are too expensive. By like my second year of college, like my sophomore year, gas prices were insanely cheap. It was like a dollar something a gallon for gas in Arizona. Like it was like, oh man, gas was too expensive. then gas was too cheap, right? And you had all these fears about this and about that. And every year I've been in the stock market ever since, there's always been a lot of fears. Now, the fears, listen, here's here's where they get you. Okay, here's where they always get you. It's always different.

20:39 The fears that were going on when I first got in the stock market are very different than the fears two years after I got in the stock market which were very different than three years after that which were very different than what we're going through right now. Right? But it's always something new and it's always something that's going to feel unprecedented. It's going to feel like this is never occurred before. It's going to feel like this time is different, right? And it's there to scare you out of stocks and scare you out of these unbelievable opportunities in the market and get you to think scarcity mentality. And some people can get to that scarcity mentality easier than others. And those people always get freaked out. And um it's a game that is going to be it's like a psychological game that's going to be played with you over and over again. And you just can't fall into the traps because every time it's a trap and it's a new trap every single time, right? Back in those days, I was driving a 1977 450 seal Mercedes-Benz. Okay, this thing, the AC didn't work, the heat didn't work, the seats were all falling apart. It got about 8 miles per gallon. Like, I don't even know how that thing would ever pass emissions. And I had about $2,000 to my name, right? And I was whipping that thing around and I was very enthusiastic and I said, I'm going to be very wealthy man in this world, right? like there's incredible opportunity for me out there and I'm going to make it happen over the next 10, 20, 30 years, right? And I had already previously seen my parents, you know, go from food stamps and government assistance and all that to make it into the middle class, right? I got to see their success of, you know, what it meant to, you know, be able to buy a home in a middle-ass neighborhood, um, be able to, you know, drive decent vehicles and those sorts of things. And so, I already got to see firsthand like, okay, you can climb the ranks. And it's not like if you're in poverty, you're stuck in poverty forever. You can go from poverty to the middle class, right?

22:27 You can go from the middle class to to rich. You can go to rich from rich to ultra rich. Like, you know, you don't have to be stuck wherever you're at right now. Like the world's out there and um you know, it's up for you to make it make it happen, right? And I'll tell you a story and this is how you kind of keep climbing these ranks as years go along. I just moved to a new area, right? Fortunate to get a new house and um you know, beautiful looks over the whole city. This is you know, view from my balcony looks over the whole city right down the Las Vegas strip, right?

22:54 But the interesting thing is my old community I would be seen as, you know, maybe the wealthiest person live in that community or one of the wealthiest, right? In my new community, um, definitely I'm I'm one of the more poor people that live in my new community, right? Like this is a billionaire community. And so it's important as you climb the ranks, you kind of, you know, understand there's new levels to climb and whatnot. And I'll give you a good example. In my new community, there's billionaires that live in my community.

23:18 I can always tell when the billionaires are in town because they have multiple like SUVs and drivers that just wait outside their house all day when they're in town. And like I'm just like that's just a crazy way of living. Like I think like if I got to go somewhere or I got to drive my kids somewhere like I'm going to get in the car and I'm going to drive them, right? And these people just have like you know Rolls-Royces and you know Escalades just like stacked in front of their house just waiting to take them wherever they need to go. And I was just like dang, man. There's like levels to this game, right? There's levels to this game. And so, I want you to just take a moment and imagine where your life could be a decade from now.

23:55 Imagine where your life can be 15 years from now, 20 years from now, right? Think about where my life was 18 years ago with, you know, 1,000 bucks, 2,000 bucks to my name, right? My first investments were 300 bucks. And then look at where I'm at today, right? If I keep working and, you know, keep investing and those sorts of things, you know, imagine where I'll be a decade from now, two decades from now, three decades from now, right? And so with you in your own life, just understand wherever you're at, this is like a baseline level. And just understand if you put in the work, you invest smart, make money, imagine where your wealth is going to be a decade from now, 15 years from now, 20 years from now. Like it'll be a night and day difference. You'll look back and be like, remember when I was there, right? And you'll be like, okay, you know, I think we came a long dang way, right?

Summary

The stock market is currently experiencing a stark divide, with AI-related stocks thriving while many established companies are suffering significant declines. This unsustainable trend raises concerns about the long-term health of the market, as many high-quality stocks are being overlooked despite their strong fundamentals.

- AI stocks, like Micron and Nvidia, have seen massive gains, while many traditional growth companies are down significantly.
- Companies such as ServiceNow, Shopify, and Palantir are experiencing substantial stock price drops despite being strong performers.
- The current market resembles a "freak situation," where only a select few stocks are thriving while the majority are struggling.
- The speaker emphasizes that this disparity is not sustainable and predicts a future correction where the current hot stocks may cool down.
- Historical patterns show that stock performance is cyclical; what is hot today may be cold tomorrow.
- Investors should remain cautious and avoid getting caught in the psychological traps of market fears and trends.
- The speaker encourages a long-term perspective on investing, highlighting the potential for significant wealth growth over time with smart investing strategies.
© transcribe · For agents Built with care and craft by Gokul Rajaram