The Roundhill Memory ETF (DRAM) is a buy, down about 20% in the past week, as the memory shortage has not slowed down, with top holdings including Micron, Samsung, and SK Hynix.
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The creator shares five stocks they are buying in July, highlighting their recent performance, growth metri...
Jul 5, 2026
The creator shares five stocks they are buying in July, highlighting their recent performance, growth metrics, and future potential. The stocks mentioned are Palantir, ServiceNow, SoFi Technologies, Applied Optoelectronics (AAOI), and the Roundhill Memory ETF (DRAM).
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Tickers discussed in this post
Applied Optoelectronics (AAOI) is a buy despite a 37% drop in the past month, as they provide critical optical components for AI data centers, enabling data movement at the speed of light.
SoFi is a buy, down 32% year-to-date, with record Q1 loan origination of $12 billion and 35% member growth, further supported by CEO stock purchases and a strong buy recommendation from Jim Cramer.
ServiceNow is a buy despite a 31% year-to-date drop, driven by strong fundamentals like a 98% customer retention rate and $15 billion in contracted future revenue, with an average analyst price target of $140.53.
Palantir is a primary buy due to its strong revenue growth of 85% year-over-year, despite being down 28% year-to-date, with the expectation that it will scale and grow stronger.