Source Post

My 12 Top-Ranked Stocks to Buy Now in August (2026)

In August 2026, amidst a volatile market with a 9.5% S&P 500 return and significant drawdowns, the creator highlights 12 top-ranked stocks to buy. Despite geopolitical events and a new Fed chairman, the market has shown resilience. The creator discusses Amazon and Meta, detailing their fair values, bullish and bearish factors, and overall investment thesis.

Linked Mentions

Tickers discussed in this post

AAPLNeutralLow ConvictionResearch Only

Apple was down almost 10% after reporting quarterly financial results and was notably missing from the creator's recommendations.

TSLABearishHigh ConvictionSignal-backedSecondary

The creator has been warning investors to avoid Tesla, which is down over 30%.

AVGONeutralLow ConvictionResearch Only

Broadcom was previously recommended and is up 52% before being removed from the list due to expensive valuations.

QCOMNeutralLow ConvictionResearch Only

Qualcomm was previously recommended and is up 97% before being removed from the list due to expensive valuations.

MUNeutralLow ConvictionResearch Only

Micron was previously recommended and is up over 125% before being removed from the list due to expensive valuations.

LULUBullishMedium ConvictionSignal-backedPrimary

Lululemon is recommended as a buy due to its strong brand equity and premium pricing power, despite headwinds from increased US trade barriers and tariffs.

MCDBullishHigh ConvictionSignal-backedPrimary

McDonald's is a surprising top stock to buy, driven by innovation in delivery and operations, and strong customer value, despite concerns about health trends and consumer spending.

ADBEBullishHigh ConvictionSignal-backedPrimary

Adobe is a top stock to buy due to high switching costs and a strong ecosystem, despite risks from AI competition and a prolonged CEO search.

VBullishMedium ConvictionSignal-backedPrimary

Visa's strong network effect makes it a no-brainer for merchants, and despite regulatory and geopolitical headwinds, the stock is considered a buying opportunity with a calculated fair value.

TTDBullishHigh ConvictionSignal-backedPrimary

The Trade Desk is a pioneer in the growing digital advertising industry, acting as a buy-side champion, and despite Amazon's entry, the stock is considered a great buying opportunity trading at a discount.

Linked Signals

Tracked calls opened from this post

TSLA
sell opened Aug 5, 2026
-10.32%
TTD
buy opened Aug 5, 2026
-33.54%
PINS
buy opened Aug 5, 2026
-6.21%
NFLX
buy opened Aug 5, 2026
-4.95%
META
buy opened Aug 5, 2026
+20.48%
MCD
buy opened Aug 5, 2026
-11.32%
AMZN
buy opened Aug 5, 2026
-8.31%
ADBE
buy opened Aug 5, 2026
-5.45%
MSFT
buy opened Aug 5, 2026
+8.53%
UBER
buy opened Aug 5, 2026
+3.18%