The Trade Desk was a huge disappointment, removed from the top stock ranking after reporting quarterly results, down over 63%.
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My 10 Top-Ranked Stocks to Buy Right Now in September | Bonus Performance Update Included
Sep 2, 2026
The creator highlights their top 10 ranked stocks to buy in September, focusing on Amazon, Meta Platforms, and Netflix as strong buying opportunities. They provide fair value calculations, projected upside, and discuss bullish and bearish factors for each company, including performance updates against the S&P 500. The video also thanks a sponsor for providing a list of the 10 best stocks to buy.
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Tickers discussed in this post
Microsoft was previously held in the portfolio and removed when it was up 15.86%.
Broadcom was previously held in the portfolio and removed after being up over 52%.
Qualcomm was previously held in the portfolio and removed after jumping by over 97%.
The S&P 500 index is up 12.91% year-to-date, underperforming the creator's portfolio which is up 9.84%.
Lululemon is calculated to have a fair value of $168 with over 38% upside from its current market price of $122, making it a great opportunity for long-term investors despite near-term headwinds.
McDonald's is a surprising but interesting inclusion with 28% upside calculated, benefiting from innovation like food delivery and AI despite consumer trend headwinds.
Adobe is an excellent buying opportunity with over 20% upside calculated, despite AI competition and a prolonged CEO search.
Visa is considered a Hall of Fame business that is profitable and has a strong network, with a 4% upside from its current price to fair value of $396, which the creator views as 'gravy'.
Pinterest is considered an excellent buying opportunity with a fair value of $39 and market price of $22, offering over 78% upside, though the creator plans to sell one-third of their position for tax purposes.
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