Visa is mentioned as a company that has historically proven doubters wrong regarding disruption, similar to Mastercard, and is expected to continue compounding earnings.
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3 Stocks I’m Buying in June
Dividend TalksMay 31, 2026
The creator discusses the current stock market rally, noting its concentration in mega-cap tech, semiconductors, and AI stocks. Despite the strong performance, they emphasize the need for selective stock picking in June, focusing on quality, growth, valuation, and earnings momentum rather than chasing popular, already high-flying names. The first stock highlighted for a June purchase is Nvidia.
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Tickers discussed in this post
Mastercard is a high-quality compounder with a strong business model benefiting from digital payment growth and the shift from cash, making it an interesting buy in June after a recent pullback.
Meta is mentioned as a comparison point for future net income estimates.
TSM is mentioned as a comparison point for future net income estimates.
Amazon is mentioned as a comparison point for future net income estimates.
Apple is mentioned as a comparison point for future net income estimates.
Microsoft is mentioned as a comparison point for future net income estimates.
Alphabet is mentioned as a comparison point for future net income estimates.
ARM is mentioned as a comparison point for valuation, showing a very high P/E ratio.
Qualcomm is mentioned as a comparison point for valuation.
Intel is mentioned as a comparison point for valuation.
Broadcom is listed as a comparison point for valuation and future earnings potential.
AMD is mentioned as a company with less strong sentiment compared to Nvidia, despite Nvidia's higher valuation.
Nvidia is the first stock on the creator's June watch list, identified as a buy due to its combination of quality, growth, valuation, earnings momentum, and upside potential.