Bitcoin, AMD, Palantir DROP‼️ My 2 cents on it all

Key Concepts

• Three-Year Bull Market: The current period of sustained stock market growth, beginning around October 2022.
• Market Pullback/Correction: A temporary decline in stock prices after a period of significant gains.
• NASDAQ: A major stock market index, particularly for technology companies.
• Bitcoin: A decentralized digital currency.
• Palantir (PLTR): A software company specializing in big data analytics.
• AMD (Advanced Micro Devices): A semiconductor company.
• Nvidia (NVDA): A technology company known for its graphics processing units (GPUs).
• Peak-to-Trough Decline: The percentage drop in an index or stock from its highest point to its lowest point.

Market Weakness and Context

The speaker addresses recent market drama, including Bitcoin falling below $100,000, weakness in AMD, and Palantir experiencing its largest drop in some time. This commentary is provided in the context of a three-year bull market that began around mid-to-late October 2022, not just since April as some might believe. The NASDAQ, for instance, bottomed out approximately three years prior to the current date (early November 2025). This has been an "incredible bull run" with "ridiculous moves" in stock prices.

Specific Stock and Asset Performance

• Palantir (PLTR): Three years ago, Palantir was trading at $6, $7, or $8 per share. Leading up to its recent earnings, it was at $26. The speaker argues that a pullback is inevitable even with strong earnings after such significant gains.
• Bitcoin: Bitcoin was under $20,000 during the "2022 drama show." Despite a recent pullback to around $99,000 or $100,000, it has still seen "ridiculous" gains. The speaker posits that even a hypothetical drop to $50,000 in the next two months would still represent "insane performance" compared to its 2022 lows.
• Nvidia (NVDA): Nvidia has reportedly seen gains of 1,200% to 1,400% from its 2022 lows.

The Nature of Market Pullbacks

The speaker emphasizes that pullbacks are a natural and expected part of market cycles, especially after extended bull runs. Stocks, Bitcoin, and all assets eventually experience corrections. The current situation is framed as a period where a pullback was "due."

Perspective on Current Market Declines

The speaker downplays the current market weakness, noting that the NASDAQ is only down approximately 3% from all-time highs. This is contrasted with the significant decline of 37% peak-to-trough experienced from Q4 2021 to Q4 2022.

Argument for Market Resilience

The core argument presented is that if a 3% move causes fear, an individual might not be suited for financial markets. The speaker suggests that such a reaction indicates a lack of readiness for larger, more significant market corrections (30-40% moves), which represent a "whole different bunch of drama."

Future Content and Call to Action

The speaker mentions a previously released video titled "Four Stocks I'm Buying, November 2025 Edition," which will be linked below the current video. Additionally, an in-depth video on AMD is planned for the "reaction channel Jeremy Lefay makes money."

Conclusion

The recent market declines, while noticeable, are presented as a normal and overdue correction within a prolonged three-year bull market. The magnitude of the current drop (around 3% on the NASDAQ) is significantly less than previous historical corrections (e.g., 37% in 2021-2022). The speaker advises that individuals easily frightened by minor pullbacks may need to reconsider their involvement in financial markets.