Stock Analysis
Jun 28, 2026 — Jul 5, 2026 · 24 videos · 4 channels
Market Moodmixed
The market sentiment is mixed across channels. Felix & Friends (Goat Academy) and Financial Education (Jeremy Lefebvre) are neutral, while Let's Talk Money! (Joseph Hogue, CFA) is bearish and Parkev Tatevosian, CFA is bullish. There is a consensus on the importance of AI and cybersecurity sectors, but disagreements exist on individual stocks.
High Convictionmulti-channel3
METAMeta Platforms
$627.17-2.58%9↑
$627.17-2.58%
bullishStrong Buy9/10 conviction
Financial Education (Jeremy Lefebvre)
Meta's new cloud business could be a game-changer.$1000 (implied, not explicitly stated)
Parkev Tatevosian, CFA
Meta's revenue growth is accelerating, driven by AI applications.$905
Both Financial Education (Jeremy Lefebvre) and Parkev Tatevosian, CFA are bullish on Meta, highlighting the company's cloud business and AI-driven revenue growth. The price targets differ, with Financial Education (Jeremy Lefebvre) implying a target of $1000 and Parkev Tatevosian, CFA setting a target of $905.
AMZNAmazon
$244.85-1.09%9↑
$244.85-1.09%
bullishStrong Buy9/10 conviction
Financial Education (Jeremy Lefebvre)
Amazon's advertising side of the business and cloud growth.
Parkev Tatevosian, CFA
Amazon's valuation is attractive, with a fair value estimate of $297.$297
Both Financial Education (Jeremy Lefebvre) and Parkev Tatevosian, CFA are bullish on Amazon, focusing on its cloud services and advertising business. Parkev Tatevosian, CFA provides a specific price target of $297.
MSFTMicrosoft
$390.34-1.86%9↓
$390.34-1.86%
bearishSell9/10 conviction
Felix & Friends (Goat Academy)
Microsoft's stock is a falling knife, with a downtrend and negative relative strength.
Financial Education (Jeremy Lefebvre)
Microsoft can't catch a break, struggling with growth.
Both Felix & Friends (Goat Academy) and Financial Education (Jeremy Lefebvre) are bearish on Microsoft, citing downtrends and growth struggles. Neither channel provides a specific price target.
Moderate Conviction2
CELHCelsius Holdings
$28.47+1.61%6↑
$28.47+1.61%
bullishBuy6/10 conviction
Financial Education (Jeremy Lefebvre)
Been buying Celsius stock aggressively.
Parkev Tatevosian, CFA
Celsius's valuation is attractive, with a fair value estimate of $59.$59
Both Financial Education (Jeremy Lefebvre) and Parkev Tatevosian, CFA are bullish on Celsius, with Parkev Tatevosian, CFA providing a specific price target of $59.
MUMicron Technology
$959.48-1.17%6↑
$959.48-1.17%
bullishAccumulate6/10 conviction
Financial Education (Jeremy Lefebvre)
Micron's revenue growth is insane, but they're a victim of their own success.
Parkev Tatevosian, CFA
Micron's valuation is fairly valued, with a fair value estimate of $1,115.$1,115
Financial Education (Jeremy Lefebvre) is bullish on Micron, highlighting its revenue growth, while Parkev Tatevosian, CFA sees it as fairly valued with a price target of $1,115.
Channels Disagreeconflicting2
NVDANVIDIA
$212.06+2.30%split
$212.06+2.30%
Financial Education (Jeremy Lefebvre)
Nvidia's stuck in the mud due to overordering and competition.
Parkev Tatevosian, CFA
Microsoft's valuation is attractive, with a fair value estimate of $519.
Financial Education (Jeremy Lefebvre) is bearish on NVIDIA due to overordering and competition, while Parkev Tatevosian, CFA is bullish on Microsoft, highlighting its attractive valuation and AI-driven growth. The disagreement here is not direct but implies differing views on the semiconductor sector.
INTCIntel
$102.62-2.68%split
$102.62-2.68%
Financial Education (Jeremy Lefebvre)
AMD's benefited less from the chip trade, but still has a great runway.
Parkev Tatevosian, CFA
Intel's revenue has declined over the past decade, and its operating profit margin is 2.5%.
Financial Education (Jeremy Lefebvre) is neutral on AMD, acknowledging its potential but noting it has benefited less from the chip trade. Parkev Tatevosian, CFA is bearish on Intel, citing declining revenue and low operating profit margins. The disagreement highlights differing views on the semiconductor sector.
Single Source1 channel24
GLWCorning
$154.06-5.14%3↑
$154.06-5.14%
bullishSpeculative Buy3/10 conviction
Felix & Friends (Goat Academy)
Corning's optical fiber is a crucial component in AI data centers, making it a shovel play in the AI industry.
Note: only mentioned by Felix & Friends (Goat Academy). They highlight Corning's role in AI data centers as a key growth driver.
AFRMAffirm
$73.92-1.08%3↑
$73.92-1.08%
bullishSpeculative Buy3/10 conviction
Felix & Friends (Goat Academy)
Affirm's partnerships with Apple, Amazon, and Shopify provide a strong foundation for growth.
Note: only mentioned by Felix & Friends (Goat Academy). They emphasize Affirm's strategic partnerships as a growth catalyst.
RSIRush Street Interactive
$31.21-7.25%3↑
$31.21-7.25%
bullishSpeculative Buy3/10 conviction
Felix & Friends (Goat Academy)
Rush Street's profitable online gaming business and growing presence in US states are positive factors.
Note: only mentioned by Felix & Friends (Goat Academy). They point to Rush Street's profitable business model and expanding market presence.
SOFISoFi
$17.07-3.23%3↑
$17.07-3.23%
bullishSpeculative Buy3/10 conviction
Felix & Friends (Goat Academy)
SoFi's stock is recovering, and institutional money is flowing back in.
Note: only mentioned by Felix & Friends (Goat Academy). They note the recovery in SoFi's stock and increasing institutional interest.
NFLXNetflix
$68.53-0.20%3↑
$68.53-0.20%
bullishSpeculative Buy3/10 conviction
Financial Education (Jeremy Lefebvre)
Recently started buying Netflix stock.
Note: only mentioned by Financial Education (Jeremy Lefebvre). They highlight their recent buying activity in Netflix stock.
CRMSalesforce
$163.00-4.15%3↑
$163.00-4.15%
bullishSpeculative Buy3/10 conviction
Financial Education (Jeremy Lefebvre)
Been buying Salesforce and ServiceNow.
Note: only mentioned by Financial Education (Jeremy Lefebvre). They mention their buying activity in Salesforce.
NOWServiceNow
$95.46-6.47%3↑
$95.46-6.47%
bullishSpeculative Buy3/10 conviction
Financial Education (Jeremy Lefebvre)
Been buying Salesforce and ServiceNow.
Note: only mentioned by Financial Education (Jeremy Lefebvre). They mention their buying activity in ServiceNow.
GOOGLAlphabet
$342.09-1.46%3↑
$342.09-1.46%
bullishSpeculative Buy3/10 conviction
Financial Education (Jeremy Lefebvre)
Google's cloud business and AI hype.
Note: only mentioned by Financial Education (Jeremy Lefebvre). They highlight Google's cloud business and AI potential.
ELFe.l.f. Beauty
$79.03-1.09%3↑
$79.03-1.09%
bullishSpeculative Buy3/10 conviction
Financial Education (Jeremy Lefebvre)
ELF's momentum is huge, could hit $100.
Note: only mentioned by Financial Education (Jeremy Lefebvre). They highlight ELF's strong momentum and potential for significant price appreciation.
TSMTaiwan Semiconductor
$421.21-0.80%3↑
$421.21-0.80%
bullishSpeculative Buy3/10 conviction
Parkev Tatevosian, CFA
Taiwan Semiconductor's operating profit margin is 53.2%, widening the gap with Intel.$628
Note: only mentioned by Parkev Tatevosian, CFA. They highlight Taiwan Semiconductor's strong operating profit margin and provide a price target of $628.
DPZDomino's
$319.83-1.99%3↑
$319.83-1.99%
bullishSpeculative Buy3/10 conviction
Parkev Tatevosian, CFA
Domino's valuation is attractive, with a fair value estimate of $319.$319
Note: only mentioned by Parkev Tatevosian, CFA. They highlight Domino's attractive valuation and provide a price target of $319.
KOCoca-Cola
$82.20+0.28%3↑
$82.20+0.28%
bullishSpeculative Buy3/10 conviction
Parkev Tatevosian, CFA
Coca-Cola's valuation is attractive, with a fair value estimate of $101.$101
Note: only mentioned by Parkev Tatevosian, CFA. They highlight Coca-Cola's attractive valuation and provide a price target of $101.
VVisa
$353.42-0.67%3↑
$353.42-0.67%
bullishSpeculative Buy3/10 conviction
Parkev Tatevosian, CFA
Visa's valuation is attractive, with a fair value estimate of $414.$414
Note: only mentioned by Parkev Tatevosian, CFA. They highlight Visa's attractive valuation and provide a price target of $414.
MNSTMonster Beverage
$95.67+1.28%3↑
$95.67+1.28%
bullishSpeculative Buy3/10 conviction
Parkev Tatevosian, CFA
Monster Beverage's revenue growth is driven by demand for energy drinks.
Note: only mentioned by Parkev Tatevosian, CFA. They highlight Monster Beverage's revenue growth driven by energy drink demand.
CRWDCrowdstrike Holdings
$188.42-1.43%3↑
$188.42-1.43%
bullishSpeculative Buy3/10 conviction
Let's Talk Money! (Joseph Hogue, CFA)
The stock has returned 394% over the last three years, with a 38% return over the last year.
Note: only mentioned by Let's Talk Money! (Joseph Hogue, CFA). They highlight Crowdstrike's strong historical performance.
P&WPalo Alto Networks
3↑
bullishSpeculative Buy3/10 conviction
Let's Talk Money! (Joseph Hogue, CFA)
The stock has outperformed the market with a 50% return over the last year.
Note: only mentioned by Let's Talk Money! (Joseph Hogue, CFA). They highlight Palo Alto Networks' strong market performance.
FTNTFortinet
$155.05-1.93%3↑
$155.05-1.93%
bullishSpeculative Buy3/10 conviction
Let's Talk Money! (Joseph Hogue, CFA)
The stock has outperformed the market with a 45% return over the last year.
Note: only mentioned by Let's Talk Money! (Joseph Hogue, CFA). They highlight Fortinet's strong market performance.
VRTVerdive Holdings
$301.16-1.10%3↑
$301.16-1.10%
bullishSpeculative Buy3/10 conviction
Let's Talk Money! (Joseph Hogue, CFA)
The stock has returned 87% over the last year, with a solid revenue growth and profitability.
Note: only mentioned by Let's Talk Money! (Joseph Hogue, CFA). They highlight Verdive Holdings' strong revenue growth and profitability.
BEBloom Energy
$218.22-3.55%3↑
$218.22-3.55%
bullishSpeculative Buy3/10 conviction
Let's Talk Money! (Joseph Hogue, CFA)
The stock has returned 190% over the last year, with a strong revenue growth.
Note: only mentioned by Let's Talk Money! (Joseph Hogue, CFA). They highlight Bloom Energy's strong revenue growth.
PWRQuanta Services
$643.14+0.62%3↑
$643.14+0.62%
bullishSpeculative Buy3/10 conviction
Let's Talk Money! (Joseph Hogue, CFA)
The stock has returned 63% over the last year, with a solid revenue growth and profitability.
Note: only mentioned by Let's Talk Money! (Joseph Hogue, CFA). They highlight Quanta Services' strong revenue growth and profitability.
MPWRMonolithic Power Systems
$1398.45+1.10%3↑
$1398.45+1.10%
bullishSpeculative Buy3/10 conviction
Let's Talk Money! (Joseph Hogue, CFA)
The stock has returned 44% over the last year, with a solid revenue growth and profitability.
Note: only mentioned by Let's Talk Money! (Joseph Hogue, CFA). They highlight Monolithic Power Systems' strong revenue growth and profitability.
A&EArista Networks
3↑
bullishSpeculative Buy3/10 conviction
Let's Talk Money! (Joseph Hogue, CFA)
The stock has outperformed the market with a 300% return over the last three years.
Note: only mentioned by Let's Talk Money! (Joseph Hogue, CFA). They highlight Arista Networks' strong market performance.
ALABAstera Labs
$330.89+3.47%3↑
$330.89+3.47%
bullishSpeculative Buy3/10 conviction
Let's Talk Money! (Joseph Hogue, CFA)
The stock has returned 300% over the last year, with a strong revenue growth.
Note: only mentioned by Let's Talk Money! (Joseph Hogue, CFA). They highlight Astera Labs' strong revenue growth.
AVGOBroadcom
$396.81+2.67%3↑
$396.81+2.67%
bullishSpeculative Buy3/10 conviction
Let's Talk Money! (Joseph Hogue, CFA)
The stock has outperformed the market with a 50% return over the last year.
Note: only mentioned by Let's Talk Money! (Joseph Hogue, CFA). They highlight Broadcom's strong market performance.
Sector Themes
AI / Semiconductorsbullish
All channels are bullish on the AI and semiconductor sectors, highlighting growth opportunities in AI applications, data centers, and cybersecurity.
Felix & Friends (Goat Academy) / Financial Education (Jeremy Lefebvre) / Let's Talk Money! (Joseph Hogue, CFA) / Parkev Tatevosian, CFA
Cybersecuritybullish
Let's Talk Money! (Joseph Hogue, CFA) and Parkev Tatevosian, CFA are bullish on the cybersecurity sector, emphasizing the growing demand for cybersecurity solutions.
Let's Talk Money! (Joseph Hogue, CFA) / Parkev Tatevosian, CFA
Energy Drinksbullish
Financial Education (Jeremy Lefebvre) and Parkev Tatevosian, CFA are bullish on the energy drink sector, highlighting the growth potential of companies like Celsius and Monster Beverage.
Financial Education (Jeremy Lefebvre) / Parkev Tatevosian, CFA
Notes
Felix & Friends (Goat Academy) mentioned Palantir (PLTR) as neutral, noting a downtrend. Parkev Tatevosian, CFA did not discuss Palantir.
Parkev Tatevosian, CFA mentioned Nike (NKE) as bearish, citing slower turnaround efforts and valuation concerns. No other channel discussed Nike.
Parkev Tatevosian, CFA mentioned Boeing (BA) as neutral, highlighting its backlog of orders and fair valuation. No other channel discussed Boeing.
Parkev Tatevosian, CFA mentioned ASML (ASML) as neutral, noting its expensive valuation and cutting-edge equipment. No other channel discussed ASML.
Sources24 videos
Felix & Friends (Goat Academy)
The Global Monetary Reset Has Begun (Hint: Act Now!)Surprise Trump-Backed Gold Reset Slated for July 4? Will It Send Gold to $10,000?The UNTHINKABLE is About to Happen to Stocks3 Tech Stocks You’ll Wish You Bought on this Dip (One is Down 41%)Financial Education (Jeremy Lefebvre)
How much CASH I’m sitting on right nowEarly Investors will change their life‼️This stock is ready to EXPLODE‼️Let's Talk Money! (Joseph Hogue, CFA)
BEATING the MARKET 7 Best ETFs to Invest in 20265 Stocks I’m Buying HEAVY Right Now July 2026Parkev Tatevosian, CFA
Wall Street Analyst Delivers Massive News for SpaceX Stock Investors!Is Nike Stock a Buy After Earnings? | NKE Stock AnalysisShould Semiconductor Stock Investors Buy Intel Stock Instead of Taiwan Semiconductor Stock?Should Dividend Stock Investors Buy Boeing Stock? | BA Stock AnalysisShould You Buy Domino's Stock Before the Huge Investor Update? | DPZ Stock AnalysisMassive News for Meta Stock Investors!Should You Buy Amazon Stock on the Dip? | AMZN Stock AnalysisMy Top Ranked Stock to Buy Right Now in July (2026)Should Dividend Stock Investors Buy Coca-Cola Stock Before Earnings? | KO Stock AnalysisShould You Buy Visa Stock Before the Huge Investor Update?Why Is Microsoft Stock Falling, and is it a Generational Buying Opportunity? | MSFT Stock AnalysisMy 12 Top Ranked Stocks to Buy Right Now in July (2026)Should You Buy ASML Stock Before the Huge Investor Update?Should Investors Buy Celsius Stock Instead of Monster Stock?Buy or Sell Micron Stock? (My Final Verdict) | MU Stock Deep Dive Part 4Ask AI
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