Google is mentioned as a top holding in the creator's portfolio, with some trimming having occurred.
Source Post
6 Stocks To BUY In JULY - $MSFT $META $NOW $SOFI $ZETA $CELH
Jul 4, 2026
The creator discusses six stocks to buy in July 2026, focusing on Microsoft and Meta. For Microsoft, the thesis is based on continued strong fundamental performance and AI growth, with attractive current valuation metrics (forward PE under 20, PEG under 1.2) suggesting significant upside potential to $600-$700 per share. Meta is also highlighted for its strong revenue growth (33% YoY) and a thesis that it just needs to continue its current performance.
Linked Mentions
Tickers discussed in this post
AMD is mentioned as a top holding in the creator's portfolio, with some trimming having occurred.
Novo Nordisk is mentioned as a top holding in the creator's portfolio, with some trimming having occurred.
United Health is mentioned as a top holding in the creator's portfolio, with some trimming having occurred.
Oscar Health is mentioned as a top holding in the creator's portfolio, with some trimming having occurred.
Celsius Holdings has fallen nearly 30% year-to-date, trading around $33, and presents a potential buying opportunity after a significant stock price decline.
Zeta Global Holdings is a buy due to its consistent beat-and-raise performance, strong revenue growth, and undervalued forward P/E ratio, with potential for significant price appreciation.
SoFi is a buy with a price target of $30-$40, driven by strong management and a low valuation despite rate sensitivity.
ServiceNow is a very likely buy in July 2026, trading at $106 per share after falling nearly 50%, with potential for significant upside if agentic AI takes off and they become a market leader.
Meta is a potential buy as it just needs to continue its strong performance, with recent revenue growth of 33% year-over-year, despite a recent price drop.
