Disney is mentioned as the most controversial stock in the episode.
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Super Investors Are Buying Again — 7 Stocks Ranked
Dividend TalksMay 16, 2026
While AI hype dominates, super investors are buying dominant tech companies like Microsoft, Meta, and Broadcom, many trading below historical valuations despite strong growth. The creator highlights Meta as a particularly strong buy due to its current undervaluation and consistent growth, despite market perception.
Linked Mentions
Tickers discussed in this post
Spotify is a misunderstood growth stock with expanding margins and strong subscriber growth, trading at a significant discount.
Visa is a safe, undervalued payment network with strong fundamentals and growth, trading below its historical average.
Amazon is increasingly an infrastructure platform with significant long-term AI and logistics potential, and its valuation remains attractive.
Alphabet (Google) is being sold by some investors at a high valuation to fund purchases of other stocks.
Bill Aman sold Alphabet to fund his new Microsoft position.
Intel is mentioned in the context of the broader chip market rally.
AMD is mentioned as potentially seeing further upside in the chip rally.
Nvidia is mentioned in the context of the AI rally and chip demand.
Major funds continue to buy Broadcom despite the AI rally.
Meta is a strong buy due to its current undervaluation and strong growth, despite market perception.
Microsoft is being bought by Bill Aman, indicating investor interest.