BUYING EVERY SHARE I CAN‼️...The 5 Best Stocks To Buy Now
Overall Thesis
The creator identifies five stocks as best buys now with dry powder ready to deploy, emphasizing real catalysts and analyst upside while avoiding overvalued mega-caps like Tesla, Apple, and Palantir.
Narratives
Stock Moe views Amazon as his top pick among the five, citing a healthy pullback from highs and record AWS growth and backlog. He believes Amazon will continue to run higher over the next few years as AWS momentum builds.
Key Arguments
- AWS growth best in 18 quarters at 37%, generating $496 billion
- AWS backlog nearing half a trillion dollars, three times annual AWS revenue
- Revenue hit $200 billion for the first time, up 20%
- Stock down about 9.7% from 52-week high, offering a discount
Predictions (1)
Stock Moe is bullish on Microsoft, highlighting accelerating growth guidance, a huge contracted backlog, and strong Copilot adoption. He believes Microsoft's growth trajectory will be fantastic going forward, though he flags spending and depreciation changes as a risk.
Key Arguments
- Guided next quarter growth of 45%, up from 48% last quarter
- $678 billion contracted backlog
- 30 million paid Copilot seats
- Trades at 24x forward earnings, under its own 5-year midpoint
Stock Moe likes Meta as the cheapest of his five picks at 17x forward earnings, pointing to strong ad growth and a big pullback creating opportunity. He acknowledges significant legal risk from an ongoing child safety trial that could theoretically affect a huge portion of the company's value.
Key Arguments
- 17x forward earnings, cheapest of the five picks
- 27% advertising growth and 28% revenue growth
- Stock down 31% from 52-week high, creating a discount
- Pays a dividend
Stock Moe frames Nvidia as cheap relative to its own 5-year valuation history despite the stock price being up, driven by strong data center and networking growth ahead of its upcoming earnings report. He flags a financing arrangement with Apollo and Blackstone as a risk worth watching.
Key Arguments
- Trading at 22x forward earnings versus a 5-year range of 24.8 to 47x
- Data center revenue up 92% and networking up 199%
- Guided this quarter to $91 billion vs street estimate of $91.85 billion
Stock Moe considers Tesla a great company but not currently a good place for new money due to its expensive valuation. He is not adding to Tesla right now, though he doesn't rule it out in the future.
Key Arguments
- Trading at 175x forward earnings
- Only a 1.4% operating margin
Stock Moe acknowledges Palantir's strong growth quarter but views its valuation as too rich for new money right now, noting it also failed to hold its highs. It did not make his list of top five buys.
Key Arguments
- Trading at roughly 90x forward earnings after a 93% growth quarter
- Could not hold its high
Stock Moe is very enthusiastic about Alphabet, describing it as having quietly become a cloud company with massive cloud growth and margin expansion. He considers it one of his top five picks and sees continued strength ahead, though he notes an ongoing antitrust appeal as a risk.
Key Arguments
- Google Cloud growth of 82% with backlog nearing half a trillion dollars
- Cloud margin expanded from 20.7% to 35.6%
- Stock up 68% over 52 weeks, best performer of the five
- Gemini rolling out to over two billion Apple devices
Stock Moe passes on Apple for new money right now, noting analysts see very limited upside left in the stock. He calls this upside 'terrible' and does not include Apple among his top five picks.
Key Arguments
- Average analyst sees only 4% upside left
Stock Moe notes the S&P 500 is near record highs with 27 record closes, and while some are calling for a 10-20% correction, he says he isn't in that camp yet. He flags rising Treasury yields and Fed policy as key risks to watch, without committing to a specific market direction.
Key Arguments
- 27 record closes so far this year
- 86% of companies beat earnings last quarter with broad market breadth
- Core inflation nearing the Fed's 2% target at 2.5%
Hedges & Caveats
- Some people calling for 10-20% market correction (creator not in that camp yet)
- Short-term dips happen frequently due to geopolitical events
- Treasury yields above 4.5% make bonds more attractive relative to stocks
- Valuation metrics show some overpricing (Schiller CAPE at 42.4 vs record 44.2)
- Creator explicitly excludes Tesla (175x forward earnings), Apple (only 4% upside), and Palantir (90x forward earnings) as poor entry points
- Market breadth improving but creator acknowledges valuation concerns