Rocket Lab (RKLB) is a buy with significant upside potential due to its Neutron rocket, large backlog, and expected sales growth, despite current high valuation.
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5 Stocks I’m Buying HEAVY Right Now July 2026
Jun 28, 2026
The creator discusses a major warning sign in the stock market: record high margin debt, which has preceded past crashes. He explains how this amplified borrowing can lead to larger and faster sell-offs. While acknowledging strong profit growth, he notes that future earnings growth is expected to slow, and the AI boom has made the market expensive. He plans to reveal five stocks he is buying this month, but cautions that his investment strategy is becoming more cautious due to these market conditions.
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Tickers discussed in this post
Amazon (AMZN) is mentioned as a hyperscaler that was managing to hold up despite the broader trend of cloud providers being down double digits.
Oracle (ORCL) is identified as a relative loser in the AI cost trend, being a hyperscaler exposed to higher memory chip prices.
Alibaba (BABA) is highlighted for its open-source AI models, which are attractive due to cost-saving needs, despite geopolitical worries.
SanDisk (SNDK) is mentioned as a potential winner in the memory and storage market due to ongoing shortages.
Western Digital (WDC) is mentioned as a potential winner in the memory and storage market due to ongoing shortages.
Seagate Technology (STX) is mentioned as a potential winner in the memory and storage market due to ongoing shortages.
Micron Technologies (MU) had blowout earnings driven by memory chip shortages and high prices, leading to significant share price increase.
The creator previously had a profitable options trade on Campbell (CPB) and still likes the stock and sector for safety.
Astera Labs shows exceptional revenue growth but is sacrificing near-term profits for expansion, making its valuation less attractive than Broadcom.
