Source Post

11 Undervalued Stocks To Buy Today

Joseph CarlsonJun 10, 2026

The creator discusses undervalued stocks that are being left behind in the current market rally, despite the S&P 500 and QQQ showing significant gains. He emphasizes a core-satellite investment strategy, recommending a mix of ETFs like SPY, VOO, or SCHG as core holdings and individual stocks as satellite positions. The creator plans to highlight 11 specific companies that he believes are high-quality and attractively valued.

Linked Mentions

Tickers discussed in this post

GOOGNeutralMedium ConvictionSignal-backedSecondary

Google is mentioned as a company that will be raising future capital, contributing to market jitters.

MUBullishHigh ConvictionSignal-backedPrimary

Micron Technologies is experiencing massive demand for memory chips, making it a trillion-dollar stock with strong future prospects.

DASHBullishHigh ConvictionSignal-backedPrimary

DoorDash is a compelling buy, trading 46% off its highs at the bottom of its 52-week range, with historically low P/E and P/FCF ratios, significant growth potential, and expansion into new areas like groceries.

UBERBullishHigh ConvictionSignal-backedPrimary

Uber is a strong buy due to being 31% off its highs, trading at the low end of its 52-week range, and appearing cheap on a price-to-earnings and price-to-free cash flow basis with rapid earnings growth.

TSMNeutralLow ConvictionResearch Only

TSM is mentioned as a bottleneck stock in the AI space, which is currently favored by the market.

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned as a bottleneck stock in the AI space, which is currently favored by the market.

DUOLBullishHigh ConvictionSignal-backedPrimary

Duolingo is a buy, with the creator holding and adding shares despite it being 74% off highs and near the bottom of its 5-year valuation, believing in the substantial market for scaled digital education solutions.

NFLXBullishMedium ConvictionSignal-backedPrimary

Netflix is a buy, trading 38% off highs and at the low end of its 52-week range, with an undervalued PE ratio and strong subscriber growth making it a compelling investment.

GOOGLNeutralLow ConvictionSignal-backedSecondary

Google, as one of the four hyperscalers, has substantial capex; the investment decision hinges on one's view of the predictability and returns of this spending.

METANeutralLow ConvictionSignal-backedSecondary

Meta, one of the four hyperscalers, is investing heavily in capex; the buy/sell decision depends on one's perspective on the predictability and profitability of these investments.

AMZNNeutralLow ConvictionSignal-backedSecondary

Amazon, as one of the four hyperscalers, has significant capex spend; the decision to buy hinges on one's outlook on the predictability and returns of this investment.

MSFTNeutralLow ConvictionSignal-backedSecondary

Microsoft, along with Amazon, Meta, and Google, is a hyperscaler with significant capex spend; whether to buy depends on one's view of this spend's predictability and returns.

TXRHBullishMedium ConvictionSignal-backedPrimary

Texas Roadhouse is a buy, trading 15% off highs with reasonable valuation, expected lower beef prices, organic growth, and strong customer loyalty.

COSTBearishMedium ConvictionSignal-backedSecondary

Costco is not a buy, as it is currently trading at an expensive valuation with its stock price ahead of its intrinsic value.

MABullishHigh ConvictionSignal-backedPrimary

Mastercard is a buy, trading 18% off highs at a 5-year valuation low, with strong recent earnings, revenue/EPS growth, and market dominance.

SPGIBullishHigh ConvictionSignal-backedPrimary

S&P Global is a buy due to its 26% drop from highs, trading at historical lows on P/E and free cash flow, while maintaining strong fundamentals and avoiding disruption.

ASMLBullishHigh ConvictionSignal-backedPrimary

ASML is highlighted as an impressive compounder and a critical company in the semiconductor and memory chip industries, making it a strong buy despite its recent rally.

Linked Signals

Tracked calls opened from this post

UBER
buy opened Jun 10, 2026
-0.46%
SPGI
buy opened Jun 10, 2026
-1.81%
MU
buy opened Jun 10, 2026
+9.40%
MA
buy opened Jun 10, 2026
+0.13%
DUOL
buy opened Jun 10, 2026
-1.11%
DASH
buy opened Jun 10, 2026
-0.93%
ASML
buy opened Jun 10, 2026
+6.63%