These Are the 4 Stocks I'm Buying Right Now

Here we are at the start of the third quarter of 2026 and stocks are starting to look a little different. AI stocks, semiconductors in general have quietly fallen into correction territory since hitting a peak on June 22nd. The popular semiconductor ETF SMH is down nearly 15%. Here's a look at a few popular semiconductor stocks since that very date. Sandisk down nearly 30%. Marll down 25%. Micron down 20%, Intel down 13%, Broadcom down 5% and AMD is holding strong even since that time. Is the AI trade unwinding or are we just taking a bit of a breather? The answer for me is quite easy. It looks like a breather and I view it as a buying opportunity. But again, semis are not the only place to be buying right now because plenty of other areas have actually been lagging the market for longer than say two weeks. And in today's video, I'm going to be giving you some insights into stocks I've been buying personally, four of them. One of the questions I get asked almost more than any other is, if you had fresh cash to invest today, Mark, where would you put it? Well, in today's video, I'm going to answer exactly that. These aren't necessarily the four cheapest stocks in the market, and they're certainly not the four most talked about stocks on Wall Street. These are simply four businesses that I believe have exceptional long-term potential, outstanding management teams, and multiple catalysts that could drive earnings growth higher in the coming years. And I happen to think the valuations are compelling. When I invest, I'm not trying to predict what a stock is going to do in the next week or so. I'm trying to buy highquality businesses that I believe that they can continue compounding for 1, five, 10 plus years. So, let's jump right into it with the first stock I've been buying of late, which is Robin Hood. Stock ticker H O D. Now, a few years ago, many investors viewed Robin Hoods as simply a meme stock trading platform or a crypto play. I don't think that's an accurate description anymore. Today, Robin Hood is evolving into a much broader financial ecosystem. The company now offers investing, retirement accounts, credit cards, cash management. You can still buy crypto and securities lending and increasingly it's becoming a platform where customers can manage much more of their financial lives. Over the past 12 months, you could see shares of Hood have climbed more than 20% and they currently sport a market cap of roughly hundred billion. What excites me the most is the fact that Robin Hood continues adding products that increase customer engagement. The more products customers use, the more valuable each customer becomes. One of those new products was just released over the 4th of July, which was the Trump accounts, which are gaining huge popularity and can only be opened on the Robin Hood platform. And right now, these accounts cannot be transferred out of Robin Hood. This is a growth driver that is being underestimated in my opinion. I also think it's still very early in the retail investing realm. Younger investors continue entering the market and Robin Hood remains one of the most recognizable brands within that demographic. As assets under custody continue growing and the company expands internationally and introduces new services, I believe earnings have the potential to grow significantly over time, which is why I'm investing in Robin Hood. Now, let's move on to stock number two, which is one I bought this very day, and that is Broadcom, stock ticker AVGO. And I get questions all the time from my community and here on YouTube with investors asking, "How do you research this many stocks to know which are good buys?" And the answer is I don't. I'm not sifting through thousands of stocks every week. I utilize tools for that. And one of the tools I use on a daily basis is Investing Pro from investing.com. Before any stock goes into one of my videos or even enters my portfolio, it goes through this process first. Let's take a look at Broadcom since I just mentioned it here on Investing Pro. Immediately, I could see the stock is up 45% over the past 12 months, but from June 3rd, the stock is down nearly 20%. So, that was intriguing for me. And over to the right, we can see the financial health score, which looks at a number of different things from cash flow to momentum, profitability, and valuation. And they get a solid score there as well. And then a little lower we can see the fair value section where I could see the valuation in a matter of seconds. And this is how I start to get comfortable with a pick. For broader ideas, investing pro also has proic AI which uses decades of data and 50 plus metrics to build strategies like tech titans. That strategy is up nearly 3500% historically. That is not a guarantee of future returns, but it shows how powerful a disciplined data-driven strategy can be. This is the kind of research hedge funds pay thousands of dollars for. And right now is the best time of the year to try Investing Pro for yourself. They are running their summer sale with up to 60% off, their lowest price of the year. Use my link down below and get an extra 15% on top of that. It's the first link in the description or the pin comment. All right, so with that being said, let's get back to Broadcom. And while Nvidia receives most of the attention surrounding AI, Micron and SanDisk get a lot of the memory chip attention, Broadcom has quietly become one of the most powerful and important AI companies. Most investors know Broadcom for networking chips. But what really excites me is its custom silicon business. Some of the world's largest technology companies are designing their own custom AI chips. And who is helping many of them build those? It's Broadcom. We are talking about the likes of Alphabet Meta OpenAI Amazon Microsoft, all partnering with Broadcom, some more than others to build custom AI chips. This is by far the biggest growth driver and primary investment thesis for me when it comes to Broadcom. When did I buy the stock? As I mentioned, it was actually this very day that I'm recording this video. So, very fresh. And if you want to receive trade alerts like you see on the screen, be sure to join my investing community and gain access to my private Discord. Check out the link down in the description below. But getting back to Broadcom, this is a company that has not only built strong relationships, but relationships with some of the biggest companies in the world. The company has relationships with hyperscalers that are investing tens of billions of dollars, hundreds of billions of dollars in some cases, into AI infrastructure every year. At the same time, Broadcom benefits from AI networking, custom AI chips, infrastructure software, enterprise technology. It's not just relying on one single product. It's benefiting from multiple long-term trends simultaneously. To me, Broadcom is becoming one of the most important infrastructure companies in the AI ecosystem. Now, jumping back here with the help of Investing Pro, we can see that analysts have an average 12-month price target of nearly $525 per share, which is implying roughly 40% upside from current levels. Now, let's get on to stock number three, which is a stock I have been telling those in my community to buy ever since it dropped below $100 per share. And that stock is Service Now, stock ticker NW. This isn't the flashiest AI company, but it is a missionritical software company. No, AI is not replacing it. AI is enhancing it, and it may become one of the biggest beneficiaries of enterprise AI adoption. In recent weeks, we have seen upgrades from the analyst community when it comes to Service Now, where they have highlighted the attractive valuation as well as the near-term AI execution when it comes to Service Now. Service Now has built an incredible platform helping businesses automate workflow across IT, customer service, HR, finance, and operations. Now, imagine layering AI across all of those workflows. Instead of simply making employees work faster, AI can automate many of the repetitive tasks altogether. That's exactly where I think Service Now has tremendous opportunity and upside. Service Now shares are down a staggering 45% over the past 12 months and currently sport a market cap of $110 billion. The high price for the stock was nearly $250 a few years ago. And right now, shares trade at just 110, meaning huge upside just to get back to where they were, and I think they will. The company already has deep relationships with some of the world's largest enterprises. Adding AI capabilities to an existing customer base is often much easier than acquiring entirely new customers. I personally believe Service Now has one of the strongest combinations of reoccurring revenue, customer retention, and AI monetization opportunities anywhere across the enterprise software space. And from a valuation perspective, it's pretty simple. The stock trades at a forward PE of just 22 times. Meanwhile, they're projected to grow their earnings by 22% next year, giving us what I love to see, a PEG ratio of 1. and analysts rate the stock a strong buy with an average 12-month price target of $141 per share implying nearly 30% upside from current levels. And now for the final stock on our list, which is going to be Booking Holdings, stock ticker BKNG. This one may surprise a lot of people. Booking isn't an AI infrastructure company. It isn't building chips. It's not building data centers. It's simply one of the highest quality businesses in the space. Now, it is cyclical and it does weigh heavily on the economy doing well. And for me, I believe the economy is holding together and performing much better than many have anticipated. ISM numbers are up, jobs are not great, but holding together, and businesses are making money. These are all things that bode well for the economy, and consumers, which can trickle down, and consumers love to travel. Booking is a company that generates tremendous amounts of free cash flow. And you know me, I love companies with strong free cash flow. It has a dominant position in global online travel and management has consistently allocated capital extremely well. In 2026, the stock got lumped in with the software selloff and we can see shares are down 20% over the course of the past 12 months. A lot happening in 2026. What also excites me is how the company is integrating AI into its platform. This is where the investing community is torn. Is AI a threat to the business or is it an asset? AI has the potential to make travel planning dramatically easier through personalized recommendations, itinerary building, customer support, and search. And I know this firsthand as I just recently took a 3-w weekek trip through Europe in which I used Chat GPT, and it helped plan the majority of the trip, giving great recommendations for restaurants and hotels, many of which were booked through a booking holdings website. Sometimes the biggest winners aren't the companies building AI, they're the companies using AI to improve already outstanding businesses. Booking fits that description perfectly. And analysts are also upbeat on the stock, rating it a buy with an average 12-month price target of nearly $225 per share, suggesting more than 20% upside from current levels. I like booking as a play on the consumer and a rebound in discretionary spending. Now, you may have noticed something interesting. These companies operate in completely different industries. You had Robin Hood which is in the financial space. You had Broadcom which is in the semiconductor space. Service Now which is an enterprise software. And then you had Booking which is an online travel company. So why do I like all four? Because each one has multiple ways to grow earnings over the next decade. I'm not buying these businesses because I expect a quick pop in the next week or so. I'm buying these businesses because I believe they have durable competitive advantages, strong management teams, and long runways for earnings growth. The market will always fluctuate. Stock prices will go up and down and move around. But over long periods of time, earnings tend to drive returns, and that's exactly what I'm focused on. And as I continue to preach, I constantly am looking for highquality businesses at great valuations. Right now, Robin Hood, Broadcom, Service Now, and Booking Holdings all fit that description for me personally. Will they experience volatility? Absolutely. Every stock does. But if these companies continue executing the way I believe they can, I think today's investors may look back several years from now and realize these were attractive long-term buying opportunities at this point in time. And before you go, please smash that like button down below to show your appreciation and drop a comment. I want to hear what was the latest buy in your portfolio. Thanks again for watching and we'll see you in the next one. Take care. >> [music]