CrowdStrike (CRWD) is a leading cybersecurity company leveraging AI and machine learning, but its stock is considered very expensive after a 160% rise last year, leading the creator to trim their position.
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Top 9 Stocks to BUY NOW (High Growth Stocks)
Oct 1, 2026
The creator discusses their investment portfolio, focusing on high-growth tech stocks. They highlight Intel (INTC) as a top pick, detailing its dual business segments (chip design and manufacturing) and strategic partnerships, including with Nvidia. The creator also mentions the significant US government investment in Intel through the CHIPS Act, positioning it as a potential undervalued opportunity. The video also features a sponsor segment for Abacus AI's Chat LLM.
Linked Mentions
Tickers discussed in this post
The creator holds shares in Kaspi.kz, a small fintech company in Kazakhstan, attracted by its low valuation (P/E of 7.39) and significant cash flow generation, despite a recent price drop after a dividend suspension.
Oracle is presented as a buy opportunity due to its significant undervaluation, strong cloud growth, and a massive backlog, despite recent negative news and stock price decline.
Alphabet (Google) is a leader in emerging technologies, particularly AI, and its rapidly growing and increasingly profitable Google Cloud segment presents an overlooked opportunity that could drive significant stock appreciation.
Symbotic is a hidden gem that looks increasingly brilliant at today's prices, specializing in warehouse automation with strong revenue growth, a massive backlog, and a partnership with Nvidia.
Allegro Microsystems is a buy due to its specialization in advanced chips for robots, with significant growth potential in industrial, human-like, and home robotics.
Fortinet is mentioned as a company that has partnered with Intel for its next-generation security chip.
Nvidia is mentioned as a competitor to Intel in AI hardware, having seen significant stock price appreciation.
Intel is presented as a top AI hardware stock with significant growth potential due to its chip design and manufacturing capabilities, government support, and strategic partnerships, suggesting it may be undervalued.
The creator uses Palantir as an example of massive growth achieved by investing in a perfect product in a fast-growing market before it becomes mainstream.