Uber is the top pick for best risk-reward, offering growth, improving profitability, reasonable valuation, and major upside potential.
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Everyone Is Buying Again… But I’d Only Buy These 3 Stocks
May 30, 2026
The creator discusses the current stock market rally, noting the S&P 500 and NASDAQ's gains and the shift from fear to greed among investors. While acknowledging reasons for the rally like falling oil prices and stable core inflation, the creator expresses concern about market concentration in the "Mag 7," diminishing risk premiums, and rising exuberance, citing Jamie Dimon's view on market hype and potential risks if things go wrong. The creator emphasizes the need for selectivity in buying stocks during this strength-driven rally.
Linked Mentions
Tickers discussed in this post
Intuit is a buy due to its deeply discounted valuation, pricing in disappointment, and a significant margin of safety despite fears of AI disruption.
Netflix (NFLX) presents an interesting setup with strong growth and a valuation that is 35% discounted compared to its 5-year average, making it a stock to watch.
ServiceNow (NOW) is a high-quality enterprise software name with strong growth, trading at a discount to its historical multiple, making it a good watch and potential slow buy.
Waste Management is mentioned as an underrated, non-AI stock, but no specific actionable thesis is provided in this segment.
Medtronic is a boring, defensive value stock with an attractive valuation and dividend, suitable for contrarian investors despite weak growth.
Broadcom is mentioned as an exceptional business and one of the most important AI infrastructure companies.
SoFi is a speculative growth story with strong revenue growth, but its high valuation, volatility, and uncertainty make it a battleground stock that is not a top pick despite potential upside.
Costco is a high-quality retailer with strong fundamentals, but its current valuation of 44 times forward earnings is considered too demanding, making it the least attractive buy among the ranked stocks.
Google was mentioned as a stock that was down yesterday, indicating it is not participating in the broad market rally.