Jimmy Lebenthal Predictions

Chief Equity Strategist & Partner, Cerity Partners

Track Jimmy Lebenthal's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

7 forecasts 7 pending

Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
Grading involves judgment and may not always be clear-cut.
Submit corrections

7 forecasts

Person Subject Forecast* Source Date Deadline** Outcome

Jimmy Lebenthal AI Infrastructure Buildout The AI infrastructure buildout cycle will not end in the next year or so (i.e., will continue through at least mid-2027)

See quote

[18:25] So, this party will end at some point in time, Amber. And I think that's unquestionable. I I don't think that it's in danger of ending in the next year or so.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-02 2027-06-02 pending

Jimmy Lebenthal Cisco Cisco will continue to rise and has not reached the top of its parabolic move, making it a buy at current levels

See quote

[15:10] I am putting fresh dollars to it today... I've made the case, Amber, that you can still invest in Cisco here, that we're not in danger of having reached the top of the parabola.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-02 2027-06-02 pending

Jimmy Lebenthal Adobe Adobe will see more gains ahead as the market has overreacted to AI disruption fears and the stock is attractively valued with strong buybacks

See quote

[21:56] I do see more gains ahead for Adobe. One more thing and you know it's a consistent theme with me. Adobe is buying back shares and it's buying back its shares at 10 times earnings.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-02 2027-06-02 pending

Jimmy Lebenthal US Housing Market The US housing market will not pick up meaningfully in the near term as mortgage rates will remain elevated

See quote

[26:07] I just can't see mortgage rates really coming down... it's really hard to see the housing market at large picking up with interest rates where they are.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-02 2027-06-02 pending

Jimmy Lebenthal 10-Year Treasury Yield The 10-year Treasury yield will not come down meaningfully from current levels

See quote

[26:23] I don't see the 10-year Treasury coming down, not meaningfully, and some of that is the negatives of inflation and debt deficit financing it, but some of it is also just good economic growth.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-02 2027-06-02 pending

Jimmy Lebenthal Parabolic Momentum Stocks Parabolic momentum stocks will face selling pressure in the coming weeks as investors raise cash to fund the SpaceX IPO

See quote

[32:23] many of these parabas may face a day of reckoning in the uh coming couple of weeks with SpaceX because there's going to be something like a hundred billion odd dollars of capital, fresh capital that's needed to invest uh in SpaceX. That capital's got to come from somewhere... I think it's the Parabas if you ask me. I think that's where the money is most likely to come from.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-02 2026-07-31 pending

Jimmy Lebenthal Lululemon Lululemon will become a value trap due to intense competition from Nike and Chinese homegrown brands

See quote

[38:27] I think there is a pretty good chance that Lululemon becomes um a value trap. Uh you uh uh Under Armour is a great example of that in the same space.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-06-02 2027-06-02 pending