T-Mobile is a buy, trading near 52-week lows with a potential double undervaluation signal, strong growth, and industry-leading free cash flow margins.
Source Post
WARNING: The S&P 500’s Worst Month Is Coming — 5 Stocks to Own Now
Aug 26, 2026
The creator warns that the S&P 500 is expensive and investors are heavily positioned, with elevated treasury yields and the historically weakest month of the year approaching. Blindly buying the index may no longer be attractive, and selectivity is key. The creator will highlight five stocks that could be considered over simply buying more of the S&P 500, with some having unique valuation stories.
Linked Mentions
Tickers discussed in this post
VICI Properties, a landlord with stable contractual rent from 103 experiential assets, is trading near 52-week lows with a near 7% yield, presenting a compelling entry opportunity.
Taiwan Semiconductor Manufacturing Company (TSM) is a strong buy due to its dominant foundry market share, extraordinary economics, and significant year-to-date gains, despite trading near its all-time high.
Alphabet (GOOGL) is presented as a potential buying opportunity, with its current trading range and forward P/E of 26.5, though it's considered not cheap and has traded at a premium recently.
The market is expensive, investors are heavily positioned, treasury yields are elevated, and September is historically the weakest month, making blindly buying the index at any valuation less attractive.
Nvidia reports earnings tonight, which could move many stocks, but the episode is not a prediction about its earnings report.