Nvidia is seen as having had a good run but is becoming an input cost for customers like Amazon, who are actively developing alternatives to mitigate this cost.
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The Two Best Stocks To Buy In 2026
Joseph CarlsonApr 15, 2026
The creator highlights Amazon (AMZN) and Meta (META) as the two best stocks to buy in 2026, emphasizing their strong growth prospects, technological advancements, and market positions. For Amazon, the focus is on AWS's dominance in AI cloud hosting and its custom chip development, while for Meta, the emphasis is on its rapidly growing advertising business, expanding moat, and potential for multiple expansion. The creator also discusses personal investments in other companies like ASML, Google, Microsoft, Mastercard, S&P Global, Moody's, Intuit, Costco, and Netflix, while dismissing negative AI narratives as often being based on manipulated prompts.
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Tickers discussed in this post
Netflix is highlighted for its successful push into gaming, evidenced by its game controller app topping download charts, increasing its value proposition.
Costco is a massive winner and an incredible company that continues to perform well, with business as good as ever.
Intuit is mentioned as a company facing disruption concerns, but the creator remains confident in its position.
Moody's is facing disruption concerns, but the creator expresses confidence in its future prospects.
S&P Global is mentioned as a company facing disruption concerns, but the creator remains confident in its position.
Mastercard is a stock the creator remains very bullish on, despite current disruption concerns affecting its prospects.
Microsoft is a continued investment and a stock the creator is bullish about, despite a recent downturn.
ASML remains a significant and strong holding due to its essential role in chip manufacturing and its continued strong performance.
Meta is a strong buy due to its fast growth in advertising, expanding moat with its social media platforms and AI investments, and attractive valuation offering potential for multiple expansion.
Amazon is a strong buy due to AWS's leading position in AI cloud infrastructure, its custom chip development offering better price performance than competitors, and predictable customer commitments that de-risk significant capex investments.