The creator uses SpaceX (likely meaning Virgin Galactic given the context of speculative valuations) as an example of a company with inflated valuations driven by speculation, contrasting it with the market's treatment of AI-related capital expenditures.
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My Top 5 Stocks To Buy BEFORE Earnings Season Starts!
Jul 21, 2026
The creator discusses their top five stocks to buy before earnings season: Google, Meta, Microsoft, Amazon, and Take-Two Interactive. They highlight the importance of focusing on revenue growth over earnings concerns for hyperscalers and contrast the perceived discounts in Microsoft and Amazon with Google's valuation, noting a billionaire's shift. The creator expresses strong conviction in Google's diverse business segments, particularly YouTube and Waymo, while heavily criticizing Tesla's self-driving promises and expansion failures, calling it a bubble.
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Tickers discussed in this post
Costco is trading at a high multiple of 46 times earnings despite growing at 11%, which the creator finds insane compared to the valuation of high-growth tech companies.
PepsiCo is mentioned as trading at a 17 P/E, which is noted as looking a little cheaper than some tech stocks, but the creator's primary focus is on the undervaluation of tech.
Google is a buy, trading at a P/E of 26 with double-digit growth, representing a "wicked discount" compared to consumer staples.
Oracle is considered incredibly cheap at current levels, attracting investment from billionaires, and is a potential rotation target.
ASML, a key manufacturer of chip-making equipment, is expected to benefit significantly as companies invest in their own chip production.
Nvidia is seen as overcharging for its chips, prompting competitors to develop their own, though Nvidia's stock is still performing well.
The creator is highly critical of Tesla, calling it a bubble, accusing them of lying about expansion targets, and highlighting Waymo's success as a contrast.
Take-Two Interactive is mentioned as one of the creator's top five stocks to buy before earnings season, specifically referencing the 'GTA 6 trade'.
Amazon is considered a cheaper option by a billionaire, and the creator is reallocating gains from Google to increase their position, believing it will perform well.