GameStop is highlighted as the 'fail of the week' due to its proposed acquisition of eBay and Ryan Cohen's awkward interview explaining the questionable financials.
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Four Stocks To Buy After Earnings
Joseph CarlsonMay 6, 2026
The creator highlights four stocks to buy after earnings: Meta, Visa, MasterCard, and Microsoft. He analyzes past successful stock performances using Google, ASML, and Netflix as examples, emphasizing the combination of multiple expansion and earnings growth. The video also discusses Warren Buffett's market commentary, Bill Ackman's views on undervalued companies like Uber and Meta, and Tom Lee's perspective on AI's impact on US tech firms. Finally, it details the "fail of the week" concerning GameStop's proposed acquisition of eBay and Ryan Cohen's interview.
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Tickers discussed in this post
Bill Ackman believes Uber is a very cheap stock today, trading at low multiples, and expects it to perform well over the next year.
Microsoft is a buy at a discounted 22 forward P/E, offering a high-quality company at a low starting valuation with expected multiple expansion and strong earnings growth.
MasterCard, like Visa, is a buy with strong fundamentals and potential for valuation expansion to a 30 forward P/E, despite being down year-to-date.
Visa is a buy with strong earnings and revenue growth, despite a recent year-to-date dip, expected to see valuation expansion to a 30 forward P/E.
Meta is a strong buy due to its low forward PE ratio (19.6), indicating potential for multiple expansion and earnings growth, despite investor concerns.
Amazon is highlighted as a top pick for 2026, expected to benefit from continued earnings growth and potential PE expansion, despite a stable valuation.
Netflix is presented as another example where buying at a low starting valuation, combined with earnings per share growth and valuation expansion, led to significant gains.
ASML is used as an example of a stock that achieved significant returns through earnings per share growth combined with multiple expansion.