5 Stocks To BUY HEAVY For July 2026

Folks, in today's video, I'm going to break down the top five stocks to buy heavy for July 2026, including one stock that I believe has 10x potential that I will carefully lay out for you. Now, each of these stocks individually is a money printing machine, has a clear catalyst pipeline, and most importantly, has a huge and beautiful long-term competitive moat. I'll present the case for each of these, and I'll let you be the judge. And as always, of course, before we get into it, if you're the one taking the ultimate risk, you got to be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. And before we get to work today, I do want to officially announce the start of our Independence Day sale. Starting now, get 50% off our first year's membership fee with the link down below. As a member, you'll get all of our new conviction ideas hitting your inbox first. You'll get all Zip Trader 25 and other portfolio updates. You'll get 100 plus research reports and price forecasts a year. You'll get daily briefings on setups and catalyst. You'll get our video lesson and strategy library linked down below. 50% off. Happy birthday, USA. And by the way, if you aren't happy for any reason, 30 days, send us an email. We'll give you all your money back. Okay, let's get to work. So, number five, Remitly. Rely Y. This is a company that most in the market haven't even heard of and haven't figured out if they have heard of it. Remittly is the digital pipeline for the money that immigrants send home. And this is big business in the US where we have a lot of foreignb born folks. Whether it's a nurse in Houston sending money to her mom in Manila or a construction worker in Seattle or Los Angeles supporting family in Mexico City, well, Remittley moves that money across roughly 150 countries from an app in minutes. For many years, a lot of families will go to sketchy strip malls and go to these very expensive shops where you have to pay these fee schedules that date back to 1995. Well, Remittly is completely eating that market with a completely digital first and comparatively much lower fee system. And the reason that this business model is such a big deal is because remittances are one of the largest, most consistent money flows on planet Earth. People do not stop sending money to their families in any economy ever. And Reitly is the digital first company eating that market. Completely eating it. So why is this a great deal right now? Well, the stock trades at a fraction of where it went public back in 2021. And here's what makes that fascinating. Back then, Remittly was a massively money-losing startup with no clear path to profit. Today, it's a completely different company. The business transformed at the same time the price went. Okay, but Charlie, what about the proof of concept? Now, if you do some digging into the demand side here, you have a company with 9.6 million active customers using this product. Think about that. 9.6 million people that are sending money consistently to their family in foreign countries. Again, these aren't people that are all of a sudden going to forget their families abroad or people that are going to let mom and dad and grandma and grandpa starve if the economy goes down a little bit. So, that's a pretty consistent revenue flow there. In fact, it did 22.1 billion of send volume in a single quarter. Now, what is Remly doing with all of this cash? Well, after reinvesting in itself, it's buying back shares. With all this new free cash flow, they're using it to grow their business more and also buy up their own stock. A company with this kind of growth, consistency, and long-term proof of concept that's also buying back shares. Well, that's a pretty nice setup. Now, what about the moat? Why can't any startup just copy this and do this tomorrow? Two reasons: regulation and trust. Moving money across borders means holding money transmission licenses and satisfying safeguarding requirements across thousands of corridors and regulatory jurisdictions. Every country pair is its own legal maze and remittly has spent a decade building that licensing web one jurisdiction at a time. A competitor can clone the app in a weekend. They cannot clone 15 years of regulatory approvals and last mile payout partnerships across 150 countries. And then there's the trust layer which might be even stronger of a point here. When your customer is sending money their family literally eats on, well, they're not experimenting with one app offering 10 cents off per remittance. This is one of those situations where you win the customer wants and over the long term, as long as you keep them happy, they're going to stick around. And Remittly has 9.6 million users that are actively using them and they're growing and growing and growing and they're continuing to add more. Three reasons I'm bullish. Number one, the cash machine already switched on and it went from burning cash in 2021 to $283 million of free cash flow in 2025 and it's growing substantially. Number two, the one big beautiful bill and its 1% tax on foreign remittances. Bayer said that this remittance tax would absolutely destroy remittances and that immigrants would no longer want to send any money back to mama and papa. Completely ridiculous assumption. However, what is happening is that these folks are becoming more costconscious and they're thinking why the hell would we go and pay both the 1% foreign remittance tax as well as all the massive markups at the local strip mall. And so what they've been doing is cost shopping and that has led them to going online and entering the digital space of which remittly is the number one. And they set themselves that this 1% tax is creating a massive massive tailwind for them because everybody is trying to save on costs and they're one of the cheapest players. Three, they're an absolute growth machine and they just got their guidance raised. Revenue of 452.8 8 million last quarter, up 25%, beating the midpoint of guidance by 16 million. And management responded by lifting the fullear outlook to nearly $2 billion, roughly 20 to 21% growth, with second half growth expected around 20%, an increase from what they were telling markets before. Okay, number four, DoubleVify DV. Double Verify is one of the most overlooked and undercovered stocks out there today. And it also happens to be a beautiful quality underdog. What do they do, Charlie? Well, every time a big brand spends a dollar on digital ads on Meta, on Tik Tok, on connected TV, well, somebody has to verify that ad actually ran, that an actual human saw it, and that it didn't land next to something that torches the brand. And that somebody is increasingly double verified. They're the referee of digital advertising. The platform selling the ads have every incentive to grade their own homework. DV is the independent scorekeeper that advertisers pay to keep everyone honest. And when billions of ad dollars are flying around, well, you want to be the referee that's getting paid on every whistle. Why is it a great deal right now? Well, the market has completely fallen asleep on this one. And this is for a software company with zero debt and about $174 million of cash just sitting on the balance sheet. Now, what about the proof of concept? So, DV is a cash machine. Point blank. DV generated $173 million of free cash flow in 2025, converting 70% of its Ebatos straight into cash. Cash on the books today. Beautiful. We love our cash being on the books. And what is management doing with it? Well, they're deleting shares. 9.8 8 million bought back for about hund00 million just this year. Another 200 million authorized on top and the share count already down 4 a.5% in a single year. As they continue to do this, every quarter your slice of this business is going to get bigger and bigger without you lifting a finger. That's a management team that believes that the stock is trading way too cheap and is willing to protect and help grow shareholder equity in this business. Charlie, if they're buying back shares, it must mean they have nothing else to invest in. Wrong. They just have such a massive overflowing of cash right now that quite frankly the best thing is to simply buy up their shares before they become an acquisition target. Now why exactly does DV have a moat? The only reason that advertisers pay for verification is that it comes from a neutral third party. Metagrading Meta's own ad performance is worthless double verify grading it is trusted. That means the platforms themselves can't easily replace DV because the entire value is in not being the platform. On top of that you've got a data and integration mode. DV analyzes billions of transactions a day, and the more it measures, the sharper its fraud detection and brand safety engines get. Something that any new entrance would have a very hard time duplicating. And it's wired directly into the ad buying plumbing across the major platforms, which makes it sticky infrastructure. Three reasons why I'm super bullish on DV. One, the cash story, 173 million of free cash flow in 2025, 70% Ebat to cash conversion, and a management team using it to shrink the share count 4 and a.5% in a year. Every quarter that passes, your ownership grows for free if they continue to do this. And that's on a company that's continuing to grow very beautifully. Two, the land grab. So DV expanded authentic advantage onto meta and Tik Tok and the lines touching that world are already flying. Social measurement up 23%, CTV up 28%. The fastest growing ad channels in the world are exactly where DV just planted its flag. Now three, the AI angle is actually going to be running aggressively in DV's favor. We're heading into a world where AI agents buy and place ads at machine speed. When the machines are doing the buying, who's going to check those machines? Well, well, in that situation, the independent verification layer that DV offers becomes incredibly more valuable, exponentially more valuable, and management is building out their apparatus exactly for that. In terms of a prediction on this company, look, I think this is a classic story of a company that changed in a stock price that hasn't caught up. When a business goes from burning cash to compounding, it keeps beating and raising and starts retiring its own shares. Well, the market can only ignore it for so long. Next report lands in early August, and every quarter this pattern repeats. The gap between the old story and the new company gets harder and harder to justify, and I think that markets are going to wake up aggressively to this stock. Number three, we're getting into the mega caps here and some of the blue chip discounters. Number three is Service Now, ticker symbol NOW. What do they do? Well, Service Now is basically the operating system of corporate America. It's embedded in some 90% of the Fortune 500. Nearly every IT ticket, every HR request, every internal workflow at the biggest companies on Earth flows through Service Now. When an employee at a mega corporation needs something fixed, approved, or set up, there's a very good chance Service Now is the pipe it travels through. Now, why is it a good deal right now? Well, earlier this year, the market got hit with a wave of fear that AI was going to eat software, the whole SAS apocalypse trade, and Service Now got thrown out with everything else. The stock fell over 50% from highs. And here's the thing, the panic was really just a trade. It was really just a story and a narrative because while the stock was getting cut in half, the business kept setting record after record after record. Now, I actually think the thing that people believe is going to kill Service Now is actually going to accelerate its business. So, I think that when you're looking at the AI transformation that's happening in software, it's actually going to make them way more money than ever. At the same time, when everybody else in the market thinks it's actually going to cut their profits. What do I base this conclusion on? Well, the actual numbers they're already reporting. Now assist their AI suite is tracking toward roughly $ 1.5 billion in annual contract value. Double management's original billion dollar target with customers spending a million dollars or more on it over 130% up year-over-year. Common sense says if AI is going to kill you, you're not going to be hitting double your AI target. If anyone's getting killed by AI, it's not Service Now. Service Now is the one doing the killing. When management originally gave this target, Bear said that Service Now would never be able to hit anywhere near their target. Guess what? but they doubled their target. So again, the bears that love shorting SAS companies right now because of the SAS apocalypse trade, they're eventually going to get squeezed out. Massive company after massive company wouldn't be writing seven to eight figure checks to Service Now if there wasn't some real value in what Service Now offers. Why does the stock have a moat? Well, at the start, the switching cost is ginormous. Thousands of workflows, years of customization, every department wired into it. Ripping it out doesn't mean canceling a subscription. It means performing surgery on how your entire company operates with massive risk and really no guaranteed payoff. Don't believe me? Well, the numbers don't lie. This company boasts a 98% renewal rate seven years in a row. 98% of customers renewing is absolutely insane. That's not even satisfaction with the product at that point. It's complete dependency. So again, bears are going to be absolutely destroyed on this stock long term. Okay, three reasons I'm bullish on this stock. Number one, this is one of the purest cash machines in all of software. $1.67 billion of free cash flow in a single quarter, a 44% margin. An analogy you can make with this company is this is basically a high margin toll booth on some of the workflows of the most profitable businesses with some of the biggest sales on planet Earth. Two, and my favorite part here, and I can't stress this enough, the thing that was supposed to kill Service Now is turning into its fastest growing product, AI. Now assist tracking toward $ 1.5 billion dollars in annual contract value double the original target with million-doll plus AI customers up 130%. Three through the entire panic guidance went up fullear subscription revenue guided to about 15.75 billion growing more than 20% companies that get disrupted do not raise guidance mid disruption. Prediction well earnings hit in late July. I think that's going to be a time that all the tables turn for this company. Every quarter that now assist keeps compounding, the AI kill software narrative is going to lose another leg. A business converting 44 cents of every dollar into cash, growing 20% plus with customers who basically never leave does not stay at half price forever. And I think the late July report is where this story really starts flipping from Service Now being an AI victim to an AI winner and really dominator. So Service Now is one of my favorite ideas right now and I think you're going to be kicking yourself longterm if you don't take advantage of that. Number two, Meta Platforms meta. This one's going to be a bit more controversial, but I do believe this is screaming by right now. Obviously, you know what Meta is. Facebook Instagram WhatsApp threads 3 and a half billion people using these apps every single day, monetized by the most sophisticated AI ad engine ever built. This is arguably the greatest advertising machine in human history. Yet, the stock has been absolutely destroyed, down some 30% from its peak. And get this, at the same time that the stock lost just under a third of its value while the business exploded. Revenue grew 33% year-over-year, marking Meta's fastest growing quarter since 2021. Stock gets cut by almost a third, while the business has its best growing quarter for many, many years. Nobody can tell you when Meta is going to bottom, but there is a massive value arbitrage gap opening here. Now, metaphormally, Facebook has always gone through different cycles of dysphoria where employees were unhappy with them, where Zuckerberg had a weird reputation. Probably still does, but these are all cyclical and have nothing to do with the long-term growth engine that is their underlying business and their long-term execution. Again, in terms of proof of concept, I mean, revenue up 33%, the fastest growth since 2021 at a 41% operating margin and a 30% return on equity. Earnings came in at $1044 a share against expectations of $6.66. 66 cents. They managed to massively destroy Wall Street estimates while at the same time investing extremely aggressively into their future. Ad impressions are up 19% and price per ad is up 12% in the same quarter. A rise of the price while also a rise in volume is the thing that every business claims it can do and almost none actually pull it off. And Meta just did both. And everything they do they do at planetary scale across four apps with three and a half billion some odd users. Absolutely insane. Three reasons why I'm bullish on this stock. Number one, the valuation is just so dirt cheap, you can't ignore it. Meta trades at a Ford PE in the mid to high teens, while the average across the Mag 7 sits around 27. And here's an interesting stat to remember. As Meta trades at about 17 times forward earnings, Alphabet is at about 31. And Meta is growing revenue 33% versus Alphabet's roughly 12%. So basically, the faster horse here that has less threat by AI is being discounted aggressively. I don't think that makes a lot of sense. to the machine itself. Last quarter, $56.3 billion in revenue, $1044 in earnings against expectations of $6.66, running at 41% operating margins with a 30% return on equity. From a business standpoint, this is one of the greatest cash machines on the planet. Full stop. No questions. Three, management put their promises in writing. Fullyear expense guidance held at 162 to 169 billion, even while investing harder. plus a written commitment that 2026 operating income beats 2025. Again, folks, remember we get a scoreboard every 90 days every quarter. And every quarter that these commitments hold, well, that's an opportunity for the stock to be rerated much higher. Prediction? Well, I think a business growing at 33% at 41% margins will not trade at a discount to the slowest horses in mega cap tech forever. And the late July earnings report is going to be the next checkpoint where the ad engine gets to make that argument all by itself. And I think you're going to see this rerated much more beautifully and much more high. And now lastly, main entree, the 10x opportunity idea. Mobile Eye MBLY. Unlike the other ones on this list right now, Mobile Eye isn't exactly a cash flow generating machine. However, long-term, I think it's going to flip to being very aggressively cash generating. And I think if you bet on it before that flip, well, you have a lot more of a potential for asymmetric upside. Now, what do they do? while Mobile Eye makes the IQ chips, the crowdsourced maps, and the full self-driving software stack that powers driver assistance across dozens of global automakers. Now, the overall buildout in terms of self-driving cars isn't an exciting sector of the market right now. However, the fact is that they're having massive success in terms of attracting clients. Self-driving cars are, of course, the first stage of autonomous robots. Now, the reason that it's important to pay attention now is because Mobileiz said it's going beyond just supplying self-driving technology. In fact, it's going to own and operate its own robo taxi service, launching with about 100 fully driverless vehicles in a major US city in 2027 and scaling towards a target of roughly 17,000 vehicles within 5 years. But think about the difference. As a supplier, you sell the chip once and collect a royalty. As the operator, you actually own the rides every fair, every mile forever. And this transformation is being announced while the stock sits near its lowest levels as a public company. Now, this stock, I believe, is really underpricing the potential here. And it's really because the robo taxi story right now just happens not to be so sexy in this cycle. People have been hearing Tesla's promises for years. They've been looking at the Whimos all across town and it's just quite frankly not as exciting of a story as it used to be. However, this company is starting to embed itself into the apparatus of the self-driving economy. Q1 revenue grew 27% adjusted earnings jumped 51% adjusted operating income surged 61% and management raised fullear guidance off the back of it landed fresh surround ADAS design wins and most importantly launched a share buyback so this is no longer just a story stock it's a stock that's actually a real business what about Tailwind so Uber has already publicly named Mobileey amongst its key autonomous vehicle technology partners the Volkswagen MOIA program is live the menty robotics acquis position extends this same core technology into humanoid robots. So, you're not buying a single bet here. You're buying a physical AI platform with multiple demonstrated ways for it to win when the biggest names in mobility are already building on your stack and the fleet data is already flowing. Well, well, that's some pretty nice proof of concept. Now, what about competitive moat? So, the main competitive moat for basically any self-driving or autonomous company is data points. You cannot teach a car to drive from a whiteboard. You need staggering amounts of on the road data. And Mobile Eye has been quietly harvesting it for years through REMM, its crowdsourced mapping system, pulling road data from the fleets of cars already carrying its chips around the world. Every mobile I equipped vehicle on the road today is a Scouch mapping and updating the world for the whole network, a data engine a startup simply cannot replicate without first getting into millions of cars. On top of that, they've won design award after design award. Winning a design slot with a global OEM takes years of safety validation, automotive grade testing, and trust. and Mobilei has spent two decades stacking those wins across dozens of automakers. Three reasons why I think there's asymmetric upside and why I'm bullish on this company. One, the core business is reacelerating right now. Q1 revenue up 27%, adjusted earnings up 51%, adjusted operating income up 61% and management again raised fullear guidance off the back of it with fresh surround ADAS design wins and a share buyback launched. The base business is funding the overall long-term moonshot here and that's a very nice structure. Two, the validation stack keeps growing. Uber has publicly highlighted Mobilei amongst its key autonomous vehicle technology partners. As we mentioned, the Volkswagen MOAI program is live. That's a big tailwind. And the Menty Robotics acquisition they just did extends the same core technology into humanoid robots. Meaning you're not just buying a car supplier anymore. You're also buying a physical AI platform with multiple ways to win. And with material robo taxi revenue expected by 2028, that's a very beautiful dated catalyst pipeline. Three, the profit inflection is on the calendar. The mix is shifting towards higher value surround ADAS programs and the numbers point to mobile eye swinging to roughly $200 million of profit in 2027. So the trend here I believe is going to be reacelerating growth in 2026. Then a beautiful profit swing in 2027, robo taxi revenue in 2028 and 2029 and then overall robotics buildout through the years after that. This company long-term, I believe, is going to build and acquire its way into being first a self-driving autonomous vehicle company and then a long-term robotics company in many different areas and spaces in the overall autonomous economy. Now, right now, a lot of people are very quiet on robotics, but robotics is arguably one of the most exciting areas of the future of AI. Information AI, digital AI overall is very, very interesting. However, when you get into robotics, you're starting to make a lot of this physical. Quite the crazy addressable market. And mobile eye I think is a very cheap value for being able to ride that massive TAM explosion. Now in terms of predictions, look, this is a story that gets repriced on announcements, not just quarterly reports. Whether it's a city reveal, the next design win, the next partner headline, every catalyst on this list has a date attached. And each one that lands closes the gap between where this business is going and where the stock is sitting today. And I think that is an opportunity for folks that are diligent and following this company. Of course, again, I think that this one is the riskiest on the list, but it's also the most asymmetric in terms of upside. So, that's something to weigh there. Anyways, there you have it. The top five stocks to buy heavy and to buy the dip on before July starts playing out. Let us know which one is your favorite down below. What are you buying for July? Which ones would you avoid? Is there anything you don't like about our ideas? It's great to have a conversation. We love hearing from you down below. Also, make sure to take advantage of our 50% off sale for Independence Day. Happy birthday, USA. We'd love to see you in there and on the team. Have a good one, folks. which we'll see in the next video.