Avery Dennison is categorized as a defensive or income name where valuation might limit returns, and overpaying for slow growth is discouraged.
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The 2 Most Obvious Stocks to Buy Right Now
Jun 12, 2026
The creator discusses recent market volatility, noting that despite some large tech stocks appearing strong, underlying market conditions are becoming more turbulent. They highlight that institutional clients are net sellers and that the AI boom, while significant, is becoming very expensive, leading to investor concerns about capital expenditure and return on investment. The creator plans to identify two obvious stock buys and fourty-plus stocks to avoid due to high valuations.
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Tickers discussed in this post
British American Tobacco is categorized as a defensive or income name where valuation might limit returns, and overpaying for slow growth is advised against.
Ulta is placed in the defensive or income names category, where valuation might limit returns, and overpaying for slow growth is discouraged.
Marvel is viewed as a high-expectation AI infrastructure name where significant upside is possible, but a disappointing growth could lead to substantial downside.
Dell has benefited from AI server demand, but its hardware business is considered lower margin and more cyclical, making it different from software compounders.
Broadcom is recognized as a significant AI winner with a strong business, but is trading at a premium valuation, requiring selectivity.
Lamb Research is noted as an excellent but cyclical semiconductor equipment business trading at above historical multiples.
Applied Materials is identified as an excellent but cyclical semiconductor equipment business trading at above historical multiples, requiring the cycle to remain strong.
ASML is an incredible business and a semiconductor monopoly, but it can still be overvalued if expectations become too high.
Taiwan Semiconductor (TSM) is a critical global company, but after a strong run, the question is how much AI demand is already priced in.
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