Stocks We're Keeping An Eye On

4 Reasons The Dollar Could Collapse

If you’ve noticed that your dollars don’t seem to go as far as they used to, you’re not alone. Millions of Americans are in the same boat.

The recent inflation rate, the highest in over 40 years, was a wake up call that made many people realize that the financial stability they had taken for granted for decades no longer exists.

The US government has been tempted to use its reserve currency status to its financial advantage. This has resulted in massive devaluation of the dollar.

A way to help protect your dollars is to diversify your money with assets that don’t depend upon the strength and health of the dollar for their value. Precious metals like gold and silver, for instance, are in demand around the world 24/7 and aren’t dependent upon the value of the dollar.

To find out reasons why experts are predicting the collapse of the dollar, request your free digital copy of the 4 Reasons the Dollar Could Crash eBook.

*Offer valid on qualified orders of Goldco premium products only. Receive up to 10% in free silver based on purchase amount; cannot be combined with other offers. Additional terms apply—see your customer agreement or contact your representative for details.

🎯 STOCKS, SCANDALS & SHELVES: A Deep Dive Into The Latest Investment Picks (With Sass)
Your unofficial guide to the week’s juiciest stock tea ☕️

👋 Welcome

We’re back with another market mixtape — this time, we’re dissecting the stock shoutouts from a jam-packed video full of bullish takes, bear-sized warnings, and a splash of scandal. From AI-fueled rocket ships to healthcare messes to caffeinated growth monsters, we’ve got five major names to break down: UNH, ELF, Celsius, Nvidia, and the Magnificent 7.

Let’s separate the buys from the buh-byes. 👇

🧨 UnitedHealth (UNH) – “From Blue Chip to Crime Scene?”

Stock status: Beaten-down dog with fleas
Mentioned upside: Recently popped 26% in a few trading days
Recommendation sentiment: HARD pass for long-term investors

🚨 External Factors:

UNH is under criminal investigation (not civil — the real-deal, call-your-lawyer kind) for potential Medicare fraud. That alone sends shivers down Wall Street’s spine, especially when…

💸 Business Metrics:

Traditionally a profit machine with tons of free cash flow and a gold-plated chart. But what’s profit when the Feds are sniffing around?

This ain’t a short-term hiccup. With legal fees, possible fines, and a business model under siege, this could be Boeing 2.0 — stuck in purgatory for years.

🧠 Business Initiatives:

No clear proactive plans, and the CEO just peaced out mid-drama. Uh… 🚩🚩🚩

🔮 Forward-Looking:

Potential long-term fallout includes new regulations that may slash profitability. Think less cash cow, more sacrificial lamb.

💡 Opinion:

Short-term traders might catch a bounce, but long-term investors should run like they just saw Freddy Krueger in the earnings report. This isn’t a “buy the dip,” it’s “dodge the lawsuit.”

💄 e.l.f. Beauty (ELF) – “Can Glam Beat Tariffs?”

Stock status: Up 64% in a month
Recommendation sentiment: Cautiously optimistic

🌍 External Factors:

Tariffs are looming like a bad eyeliner day. Retail and beauty are feeling the pressure, and guidance could make or break sentiment.

💰 Business Metrics:

Gross margins are flexing harder than a gym selfie — over 70%! But analysts are expecting flat growth for the next year. 🧐

Massive recent run-up. But the rally hinges on three things: next quarter guidance, full-year outlook, and tariff strategy.

🧪 Business Initiatives:

If ELF can articulate a strong plan to maintain margins despite tariffs, it’s runway-ready for $100.

🧠 Forward-Looking:

If guidance exceeds expectations and management nails the conference call, it could be a $100 baby. If not? A 10–15% pullback is totally on the table.

💡 Opinion:

ELF’s got glow-up potential. Just don’t go all-in before earnings. Think of it like dating someone hot with a messy ex — tread carefully until you meet the family (read: earnings call). 💋

🥤 Celsius Holdings (CELH) – “Growth Gains with a Splash of Sweat”

Stock status: Up 52% in 3 months
Recommendation sentiment: Bullish 🚀

🔥 External Factors:

Forget tariffs — Celsius is surfing a wave of reacceleration, and Wall Street is guzzling the Kool-Aid (or, in this case, the tropical vibe-infused energy drink).

💼 Business Metrics:

EPS and margins might be messy in the short term due to acquisition integration, but investors only have eyes for top-line growth right now.

After a slow period, CELH is about to turn on the jets with another massive growth cycle. The crowd’s chanting “let’s go Celsius!” louder than a pre-workout influencer.

🚀 Business Initiatives:

They’re folding Alani into the fam and expanding distribution. The vibe? Big moves, bigger muscles.

🧠 Forward-Looking:

Short-term EPS? Meh. Revenue growth? Crucial. If they deliver, this stock is sprinting back over $50 faster than a gym bro chasing a PR.

💡 Opinion:

CELH is built for the now. If you’re growth-chasing, this is your caffeinated champion. Just know it’s not margin perfection — it’s growth or bust, baby. 💪🥤

🤖 Nvidia & AI Stocks – “The Sun in a Galaxy of Growth”

Stock status: AI poster child
Recommendation sentiment: Diamond hands 🔥

📢 External Factors:

AI is 2.6x more mentioned than tariffs in S&P 500 earnings calls. Translation? CEOs are obsessed. Politicians are aligned (see: Chips Act). The Middle East is pouring cash. It’s a global arms race for GPUs.

💹 Business Metrics:

Nvidia's earnings are on deck — and expected to crush it. Think top-tier growth, juicy margins, and capex party hats all around.

Spending guidance is staying strong. CEOs are saying “we’re doubling down” — not pulling back. That’s not noise — that’s conviction.

🔧 Business Initiatives:

TSMC, Foxconn, Nvidia, and friends are building out AI factories like Tony Stark in an economic Iron Man suit. Domestic chip production is trending. Supercomputers inbound. 🦾

🔮 Forward-Looking:

As long as Nvidia holds the crown, and capex flows like champagne on New Year’s Eve, this tape is AI-driven all the way.

💡 Opinion:

AI isn't a “theme” anymore — it’s the infrastructure of the next decade. Nvidia? It’s not just a stock, it’s the sun around which the rest of tech orbits. You want heat? You better stay close.

🧠 The Magnificent 7 – “The Avengers of the Market”

Stock status: Recovering like Iron Man after a reboot
Recommendation sentiment: Long-term bullish

🌐 External Factors:

Economic sentiment is mixed. But AI and global investment are giving the Mag 7 a second wind.

💡 Business Metrics:

These companies lead the market — when they rise, the S&P rises with them. The market’s bounce? Chalk that up to these giants regaining strength.

🔮 Forward-Looking:

Tom Lee thinks they’ll reclaim old highs before year-end. If capex keeps flowing and investors keep chasing performance… he might just be right.

💡 Opinion:

You want to bet on resilience? These seven tech titans are the market. They're not just stocks — they're institutions. Hold tight and enjoy the ride.

✍️ Executive Summary – TL;DR

Stock

Sentiment

Key Point

UNH

Avoid long-term

Criminal investigation, CEO exit, potential business model disruption 🚨

ELF

Watch earnings

Needs strong guidance + tariff mitigation to hit $100 💄

CELH

Growth-focused buy

Back to major revenue growth cycle. EPS noise ≠ long-term concern 🥤

Nvidia

Core AI bet

Still the sun around which the AI ecosystem spins ☀️

Mag 7

Long-term hold

Riding the AI wave + strong balance sheets = solid upside 💪

🧠 Final Thoughts & Farewell

The stock market isn’t a slot machine — it’s a strategy game. The winners are those who know when to hold ‘em, when to fold ‘em, and when to just sip Celsius and watch Nvidia prints like it's an Avengers sequel.

Until next time, invest smart, hydrate well, and remember...

Is the real opportunity in the messiest stocks… or in the megatrends everyone’s chasing? 🤔

Catch you in the next one! 💸✌️

⚠️ Disclaimer – Let’s Keep It Real

This content is for informational and entertainment purposes only. Nothing in this article should be taken as financial advice, a recommendation, or a solicitation to buy or sell any securities. I’m not your financial advisor, your accountant, or your lawyer — I’m just a market nerd with a strong WiFi connection and opinions.

Always do your own research, consult with a licensed professional, and remember: the stock market can go up, down, sideways, or do a somersault — so invest responsibly. Past performance is not indicative of future results, and investing carries risk (including the risk of losing money… and your sanity if you read too many Reddit threads).

By reading this, you acknowledge that you're making your own investment decisions and not blaming me if your portfolio throws a tantrum. Cool? Cool. 😎📉📈