4 Stocks to Go ALL IN September 2026‼️
Overall Thesis
The creator is recommending four stocks to load up on in September 2026, emphasizing long-term wealth building through consistent monthly stock investments and individual company research.
Narratives
The host mentioned that ServiceNow had been a losing position a few months prior but has since turned into a roughly $58,000 profit, up almost 50%. This was presented purely as a performance update, with no forward price target or thesis discussed.
Key Arguments
- Position moved from a loss to about $58,000 profit, up almost 50%
The host highlighted that his 'Elf on a Shelf' (e.l.f. Beauty) position has surged from about $49 to $109 in under three months, generating roughly $125,000 in profit in his public portfolio. No forward-looking thesis or price target was given, only a report of recent performance.
Key Arguments
- Stock price nearly doubled from $49 to $109 in under 3 months
- Position generated about $125,000 in profit in his public account
The host noted that Salesforce had been down massively just three months ago but is now sitting on a roughly $65,000 profit in his portfolio. This was again a performance recap rather than a forward-looking thesis or price target.
Key Arguments
- Position swung from a large loss to about $65,000 profit within three months
The host is bullish on Celsius due to its strong brand portfolio (Celsius, Alani, and newly acquired Rockstar), a growing revenue trend, and significant room to expand margins toward levels seen at Monster and Coca-Cola. He believes the stock is undervalued on a forward P/E basis and expects substantial long-term price appreciation.
Key Arguments
- Owns three growing energy drink brands including Celsius, Alani, and recently acquired Rockstar from Pepsi
- Gross margins (48%) and net margins (4%) are far below peers like Monster (55%/23%) and Coca-Cola (61%/28%), implying room to expand
- Forward P/E in the low-to-mid 20s and two-year forward P/E in the teens seen as too cheap given growth prospects
- Strong balance sheet with $631M cash versus $667M long-term debt and $1.2B stockholder equity
- Pepsi's large investment stake incentivizes it to help Celsius grow and eventually be worth more
The host is highly bullish on SoFi as a multi-year holding, citing its position as a modern, asset-light fintech/bank that is attracting younger generations away from legacy banks. He believes SoFi has a long-term opportunity to grow into a $50-$100 stock over the next 5-10 years as profitability scales.
Key Arguments
- Attracting millennials and Gen Z, positioning it to capture Gen Alpha's future banking needs
- Revenue has grown steadily and the company flipped from heavy losses to building profitability
- Cleaner, asset-light business model versus traditional banks with costly branch networks
- CEO Anthony Noto praised for prudent management, especially around leverage risk in downturns
The host is aggressively buying Netflix, citing strong free cash flow growth, expanding margins, pricing power, and early-stage ads and international growth opportunities. Using bull, base, and bear case valuation models, he projects the stock rising substantially by 2030, viewing it as one of the least risky big tech investments.
Key Arguments
- Strong and improving free cash flow per share driven by rising operating income and falling share count
- Pricing power shown by ability to raise subscription prices without losing customers
- Advertising business still early-stage with significant long-term growth potential
- Bull case assumes 13% revenue growth and 18% net income growth with margins reaching 35% by 2030
- Base case assumes 11% revenue growth and 16% net income growth, still beating the S&P 500
Predictions (1)
The host views Wynn Resorts as a fundamentally misunderstood, undervalued company with unmatched luxury positioning in Las Vegas, valuable Macau properties, and a promising new Middle East resort. He considers the stock a buy under $100 but does not give a specific future price target.
Key Arguments
- No real competition in the ultra-luxury Las Vegas resort segment
- Owns valuable Macau properties including the Kotai Strip 'crown jewel'
- Upcoming Middle East property compared favorably to the highly profitable Marina Bay Sands Singapore
- Market cap of $9.4 billion seen as low relative to replacement cost and earnings power
- Heavy depreciation understates true profitability since properties may appreciate rather than depreciate
Predictions (1)
Hedges & Caveats
- Past performance shown (ELF, NOW, CRM gains) does not guarantee future results
- Creator mentions running valuations and selling overvalued stocks as part of strategy
- Emphasis on 15-year time horizon, not short-term gains
- Acknowledges cost of living constraints and suggests flexible contribution amounts ($800-$1,000+ monthly)