Behind the video
I rank the BEST Stocks You Should Buy Right Now‼️
Overall Thesis
The host ranks stocks by their investment appeal over several years, favoring Nike, Celsius, e.l.f., Amazon, Meta and Netflix. He sees attractive opportunities across growth, value and dividend stocks, while emphasizing diversification and expressing reservations about Tesla, Uber and Oracle.
Narratives
GOOGLAlphabetAlphabet receives a 6.5 and a modest buy endorsement. The host prefers Amazon and Meta and questions whether analyst growth expectations are achievable.
Key Arguments
- The stock remains a decent investment opportunity.
- The host retains a profitable public-account position.
Risks acknowledged
- Analyst revenue assumptions may be too optimistic.
- The valuation is less compelling than last year's entry prices.
Predictions (1)
NVDANvidiaNvidia appears in the host's discussion of semiconductor innovation and recurring chip cycles. He expects continued product improvement and replacement demand but gives no distinct Nvidia investment recommendation.
Key Arguments
- Continuing GPU and CPU innovation.
- AI competition encourages customers to keep purchasing improved products.
Risks acknowledged
- The chip boom will eventually slow and chip stocks may stagnate.
CAKEThe Cheesecake FactoryCheesecake Factory remains a strong buy with an eight rating despite roughly doubling from the host's cost basis. He believes it has only reached the bottom of fair value and offers further appreciation plus dividends.
Key Arguments
- Flower Child and North Italia provide expansion opportunities.
- The current earnings multiple is only the low end of fair value.
- Dividends contribute to returns while waiting.
Risks acknowledged
- The opportunity is less compelling than when shares were much cheaper.
Predictions (1)
TSLATeslaTesla receives a three and the host currently has no interest in buying it because weak financial growth conflicts with a high valuation. He would reconsider after a major price decline combined with substantial robotaxi deployment.
Key Arguments
- Minimal trailing revenue growth and declining earnings.
- High earnings multiples.
- Slow robotaxi rollout and uncertain household-robot economics.
Risks acknowledged
- A lower price and meaningful robotaxi rollout could create a future buying opportunity.
- Tesla previously generated large profits for the host.
Fubo receives a six, with the host suggesting shares could perform strongly over one or two years following the leadership change. He attributes potential improvement to Disney's control and the installation of a Disney-aligned leader.
Key Arguments
- Leadership change may align management with the controlling shareholder.
- The host sees a realistic opportunity for strong stock performance.
Risks acknowledged
- His interpretation that the former executive was forced out is explicitly personal speculation.
Predictions (1)
ELThe Estée Lauder CompaniesEstée Lauder receives an eight and an explicit very-good-buy recommendation. The host gives little supporting analysis in this rapid-fire segment.
Key Arguments
- Eight-out-of-ten current investment rating.
Predictions (1)
AXPAmerican ExpressAmerican Express receives an eight and is preferred to PayPal. The host views its paid membership model and consistent results as attractive at a fair valuation.
Key Arguments
- Durable fee-paying customer base.
- Consistent business performance.
- Fair current valuation.
Predictions (1)
NKENikeNike is the host's ten-rated generational buying opportunity around the low $40s. He acknowledges that the thesis could fail and the stock could remain stagnant or lower.
Key Arguments
- The host views 2026 pricing as a rare, roughly once-a-decade entry opportunity.
Risks acknowledged
- Nike could remain a $40-or-lower stock indefinitely.
Predictions (1)
Whirlpool receives a seven in the host's current buying rankings after falling toward financial-crisis-era prices. He is hesitant about owning an appliance manufacturer during weak housing turnover.
Key Arguments
- The share price is near historically depressed levels.
- Seven-out-of-ten investment rating.
Risks acknowledged
- Low housing turnover hurts appliance demand.
- The host questions whether he wants exposure to the appliance industry.
Predictions (1)
BTCBitcoinBitcoin is mentioned as having fallen substantially from its highs. This historical observation supplies context for Robinhood rather than a Bitcoin investment forecast.
Key Arguments
- The host describes crypto as being in a bear market.
The S&P 500 is described as trading around all-time highs. The observation explains why the host does not consider the current environment his preferred Robinhood buying setup.
Key Arguments
- Equity-market conditions differ from the crypto bear market.
ELFe.l.f. Beautye.l.f. is a 9.5-rated investment opportunity that the host calls a phenomenal buy. He expects brand expansion, acquisitions and recovering margins to support the investment.
Key Arguments
- Multiple growing beauty brands.
- Potential sustained revenue growth of 15–25%.
- Margin recovery could accelerate earnings growth.
Risks acknowledged
- Tariffs and other factors have hurt margins.
- The stock has already delivered substantial historical gains.
Predictions (1)
HOODRobinhood MarketsRobinhood receives a five at current market conditions. The host recommends buying it during stock-market crashes or bear markets rather than treating the current environment as a compelling entry.
Key Arguments
- The host considers equity bear markets attractive entry environments for Robinhood.
Risks acknowledged
- The current stock market is near highs.
- A crypto bear market alone does not satisfy his preferred entry setup.
Predictions (1)
HNSTThe Honest CompanyHonest receives an eight and is described as a leading small-cap opportunity. The host expects a year-end share price of at least $5.
Key Arguments
- One of the host's preferred small-cap opportunities.
- He retains a positive outlook despite substantial year-to-date gains.
Predictions (1)
TTDThe Trade DeskThe Trade Desk earns a six and is described as attractively valued. The host sees it transitioning from a high-growth investment toward a value-oriented opportunity.
Key Arguments
- Current valuation appears attractive.
- The business should continue growing.
Risks acknowledged
- Growth is slower than historically.
- The shift in investor base can be awkward.
Predictions (1)
PayPal is a seven-rated value buy despite low investor enthusiasm. The host believes consistent results and a low multiple offer value, while recognizing sluggish growth and perceived disruption.
Key Arguments
- Low earnings multiple.
- Consistent quarterly results.
- Attractive value-investing opportunity.
Risks acknowledged
- Slow revenue and user growth.
- Perceived disruption keeps the valuation depressed.
Predictions (1)
Bath & Body Works receives a 7.5 buy rating. The host likes its low valuation, business model and dividends.
Key Arguments
- Very low valuation.
- Attractive business model.
- Dividend income.
Predictions (1)
Hims receives a neutral five because the host cannot determine whether it will disrupt others or be disrupted. He follows it closely without making a directional investment call.
Key Arguments
- Potentially disruptive business model.
- An interesting company worth monitoring.
Risks acknowledged
- It may itself face substantial disruption.
RHRHRH earns a 7.5 investment rating and favorable company commentary. The host's enthusiasm is constrained by his reluctance to own a furniture business.
Key Arguments
- The host considers RH a good company.
- Positive 7.5 rating in the buying framework.
Risks acknowledged
- Furniture-sector exposure limits his enthusiasm.
Predictions (1)
ETHEthereumEthereum is mentioned as having suffered a large historical drawdown. The host provides no forward-looking investment recommendation for it.
Key Arguments
- Its drawdown is used to illustrate the current crypto bear market.
Risks acknowledged
- The host is imprecise about the size of the decline.
PLTRPalantir TechnologiesPalantir is a respectable current buy after its valuation declined while results exceeded the host's expectations. He assigns it a seven, while acknowledging the opportunity is less compelling than his historical entry.
Key Arguments
- A substantial share-price decline improved valuation.
- Strong anticipated revenue and earnings growth supports the investment case.
Risks acknowledged
- It is no longer available near his historical $7 purchase price.
Predictions (1)
MSFTMicrosoftMicrosoft receives a six and is preferred to Apple for its growth and valuation combination. The specific investment statement is a relative preference rather than an independent forecast of absolute returns.
Key Arguments
- Expected revenue growth exceeds Apple's.
- Lower earnings multiples improve relative risk and reward.
- AI could benefit Microsoft's business.
Risks acknowledged
- AI could also disrupt Microsoft.
Shopify is a decent current buy with a seven rating. The host considers it an underrated technology company with strong growth and an acceptable forward valuation.
Key Arguments
- Expected revenue growth exceeds 30%.
- A two-year forward P/E in the 30s appears reasonable to the host.
Risks acknowledged
- Management currently prioritizes revenue expansion over earnings growth.
Predictions (1)
METAMeta PlatformsMeta earns a nine because the host sees strong growth at a low earnings multiple. He believes it deserves a $1,000-plus share price this year, but expects uncertainty over spending to restrain shares until spending is explained or reduced.
Key Arguments
- Expected revenue growth approaches 30%, with faster earnings growth.
- Forward P/E below 20 appears cheap.
- Resolving capital-spending uncertainty could unlock a dramatic rally.
Risks acknowledged
- Zuckerberg's spending creates uncertainty.
- Shares may remain stagnant while that uncertainty persists.
Predictions (3)
NOWServiceNowServiceNow receives an 8.5 rating and a favorable investment endorsement. The host believes its enterprise importance positions it to thrive with AI rather than be displaced.
Key Arguments
- Deep integration into large enterprises.
- Continued customer wins and strong growth.
- Potentially attractive two-year forward earnings multiple.
Risks acknowledged
- AI replacement concerns affect the entire SaaS sector.
Predictions (1)
CRMSalesforceSalesforce is an 8.5-rated buy because the host rejects the market's AI-disruption thesis. He expects better revenue growth than analysts and sees a low earnings multiple.
Key Arguments
- Management is positioning the company to thrive in AI.
- The host anticipates double-digit revenue growth.
- Forward earnings multiples appear depressed.
Risks acknowledged
- Investors currently perceive AI disruption risk.
Predictions (1)
AAPLAppleApple earns a neutral five because its durable ecosystem is offset by a premium valuation. The host would find a lower earnings multiple more attractive, but does not make a directional investment call.
Key Arguments
- The iPhone ecosystem supports recurring customer purchases.
- Investors pay a premium for perceived business safety.
Risks acknowledged
- A forward P/E of 35 is expensive relative to expected growth.
- Disruption of smartphones would threaten the ecosystem.
ORCLOracleOracle receives a five because the host likes its business but refuses to invest given its balance sheet. He cites a credit downgrade as support for his financial-risk concerns.
Key Arguments
- The business model and future opportunities are attractive.
- Balance-sheet risk prevents an investment.
Risks acknowledged
- Without the weak balance sheet, he would assign a substantially higher rating.
Predictions (1)
AMZNAmazonAmazon earns a nine and is recommended as a core portfolio holding. The host expects durable AWS and e-commerce growth and envisions a $10 trillion company over a decade or two.
Key Arguments
- AWS and e-commerce have long growth runways.
- Earnings should outgrow revenue.
- The host considers a forward P/E in the 20s unusually attractive.
Risks acknowledged
- Amazon could eventually be disrupted, although he does not expect that soon.
UBERUber TechnologiesThe host avoids Uber and assigns it a three because autonomous fleets could bypass its platform and compress its valuation. He expects near-term business resilience, so the operational thesis does not imply Uber becomes irrelevant.
Key Arguments
- Tesla, Waymo and Zoox could deploy large competing fleets.
- Fleet operators may prefer direct bookings.
- Perceived disruption could force a much lower earnings multiple.
Risks acknowledged
- Uber currently makes substantial money.
- The host says it is fine in the short term and will not become irrelevant.
- Multiple compression alone does not specify an absolute share-price decline.
Predictions (1)
NFLXNetflixNetflix is a nine-rated strong buy, particularly around the low $70s. The host sees a durable competitive position and strong earnings growth at an attractive multiple.
Key Arguments
- Limited direct competition in its core streaming offering.
- Earnings growth should exceed revenue growth.
- Forward valuation appears attractive.
Risks acknowledged
- YouTube and social platforms compete for viewers' attention.
Predictions (1)
AMDAdvanced Micro DevicesAMD earns a 7.5 because the host still sees upside toward a $1.5–2 trillion market capitalization. He cautions that the rally has already priced in much of the opportunity and that semiconductor cycles eventually slow.
Key Arguments
- Long-term valuation potential exceeds the stated sub-trillion current market cap.
- The current chip boom may continue for several years.
- Continued innovation supports future replacement demand.
Risks acknowledged
- Valuation is stretched following a large rally.
- He does not expect AMD to become a $5–10 trillion company.
- Chip stocks can stagnate during cyclical downturns.
Predictions (1)
SOFISoFi TechnologiesSoFi receives an 8.5-rated buy endorsement despite prior gains. If management builds a major financial institution, the host expects a market capitalization above $100 billion or potentially several hundred billion.
Key Arguments
- Strong member, product and revenue growth.
- Management execution could create a major next-generation financial institution.
Risks acknowledged
- The largest valuation outcome depends on continued execution and achieving financial-giant status.
CELHCelsius HoldingsCelsius is among the host's highest-conviction opportunities, receiving a 9.5 rating. He expects shares above $100 in three years as its brands expand and Rockstar recovers.
Key Arguments
- International expansion for Celsius.
- Domestic and international expansion for Alani.
- Potential revival of Rockstar.
Risks acknowledged
- The host believes the market has not yet recognized the opportunity.
Hedges & Caveats
- Rankings concern long-term investment returns rather than next-week or next-month performance.
- Some recommended stocks will fail to work out; diversification is essential.
- Current valuations already incorporate substantial growth for some companies.
- AI disruption, semiconductor cyclicality and uncertain capital spending complicate several theses.
- The host explicitly acknowledges that Nike could remain around $40 or lower.