Clorox is mentioned as a preferred alternative to Procter & Gamble due to its better valuation and dividend.
Source Post
5 Stocks Billionaire Steve Cohen is BUYING Right Now! 🚨
Sep 20, 2026
This video discusses five stocks billionaire Steve Cohen's hedge fund, 72 Asset Management, has significantly invested in, totaling approximately $2 billion. The creator provides their own analysis and ranking of these stocks, starting with Snowflake (SNOW). The creator highlights Snowflake's role in cloud computing and AI, its custom data cloud solution, and its AI tools like Co-work and Coco, noting strong revenue growth and customer retention.
Linked Mentions
Tickers discussed in this post
Procter & Gamble (PG) is a defensive powerhouse with reliable brands and a long dividend history, but the creator finds its valuation too rich and growth too slow compared to better alternatives like PepsiCo and Clorox.
Oracle is a top-tier cloud hyperscaler with skyrocketing sales and profits driven by AI, a massive backlog, and a dirt cheap valuation, making it a strong long-term buy.
Texas Instruments is a strong buy due to its dominance in analog chips for AI infrastructure, with soaring financials and free cash flow, despite recent price drops.
PepsiCo is a better stock to invest in due to its diversification and attractive valuation, offering a larger dividend than KDP.
Keurig Dr Pepper (KDP) is trading at a considerably cheaper valuation than its 5-year average and sector, boosted by a large acquisition and strong financials, but the creator is confused by their spin-off plans.
Snowflake (SNOW) is a primary buy as Steve Cohen significantly increased his stake, and the company shows strong growth in its data cloud and AI offerings.