Monolithic Power Systems (MPWR) is in the AI power theme, with 33% expected revenue growth and a P/E of 1.5.
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7 Stocks I’m Buying HEAVY Right Now October 2026
Oct 4, 2026
The creator discusses the current stock market, highlighting how the nine largest companies, particularly those in AI, have driven the S&P 500's returns. While acknowledging the AI boom, the creator cautions against blindly buying large AI stocks or ETFs like AIQ due to high valuations, suggesting a more selective approach to identify seven specific AI stocks that are currently attractive.
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Quant Services (PWR) is mentioned in the AI power theme, with 24% expected revenue growth and a P/E of 2.
Coherent Corporation is part of the AI power theme, with 36% expected revenue growth and a P/E of 0.68.
Verve Holdings is mentioned as a company in the AI power generation theme, with expected revenue growth of 31% and a P/E of 0.51.
Bloom Energy is a top pick for collocating power generation at data centers quickly, with strong growth and an inexpensive valuation.
Iron Limited is expected to grow revenue 142% and has an 18x price-to-sales ratio, but is not the value expected given its recent stock drop.
Coreweave grew revenue 115% last year and has a 6x price-to-sales ratio, but is not the value expected given its recent stock drop.
Nebius Group is expected to grow revenue 371% next year, but is very expensive at 46x P/S, closer to 9x adjusted for growth.
Oracle is to be avoided due to only 32% expected revenue growth and being held back by legacy products, not participating in the AI buildout.
Fortinet (FTNT) is listed as a cybersecurity stock, a sector the creator believes is a strong long-term investment due to its essential and non-cyclical nature.
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BEbuy opened Oct 4, 2026
-18.28%