Service Now is a no-brainer buy, trading 50% off its highs, with strong subscription revenue growth, high operating margins, and a sticky business model that makes it difficult to replace.
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Our Top 5 Stocks to Set It and Forget It in 2026
Aug 12, 2026
The creator discusses the importance of identifying major trends beyond AI, highlighting copper as a key commodity facing a significant demand increase and supply shortage. This is presented as a strong investment thesis for copper mining companies.
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Tickers discussed in this post
The creator is bullish on Alibaba (BABA), believing it is poised to lead in the AI space due to its open-source models like Quinn, which offer cost advantages and flexibility, despite potential pushback for recommending a Chinese company.
Jack in the Box is presented as a cheap stock based on its sales multiple compared to peers in the fast food industry.
Zscaler is mentioned as being cheaper than Crowdstrike and Palo Alto Networks.
Fortinet is mentioned as being cheaper than Crowdstrike and Palo Alto Networks.
Cloudflare is mentioned as trading at a high valuation, similar to Crowdstrike and Palo Alto Networks.
Palo Alto Networks is experiencing a significant acceleration in growth, justifying its premium valuation in the cybersecurity space.
CrowdStrike dominates in cybersecurity, a sector with accelerating growth driven by AI threats, making it an inevitable long-term growth trend.
Freeport-McMoRan (FCX) is a primary buy due to a projected significant shortage in the copper market, driven by soaring demand from AI, EVs, and electrification, while supply is inelastic.