Buying These Stocks is like Buying Palantir at $15.

These stocks that I will talk about in today's video are the next Palenteer. Not literally trying to compete with Palenteer, but they have similar riskreward profiles as Palanteer did at $10 per share. And I do think one of the reasons these opportunities even exist in the first place is because retail buying activity in single stocks is back down to basically where you were before the pandemic, which is incredible. Total stocks plus ETFs has also plummeted. I mean, you're down 50 plus% from just where you were a couple of months ago. And this is such a beautiful thing because let me explain this to you. Retail investors, they naturally tend to gravitate towards cheaper, smaller companies, institutional investors and hedge funds, they tend to focus on larger companies. Well, if there is less buying activity from retail investors, thus in smaller companies, that means you're going to have more opportunities to find those big winners in smaller stocks. This kind of reminds me of Nebius. A year ago, I was buying Nebius. I was making videos about Nebius at 27 to4ish dollars. I was saying, "Look, I'm going all in this stock. I put 30 grand in the stock at $27." Screaming from the rooftops about the opportunity in Nebius. This was when it was a smaller company. Wall Street wasn't covering it. Big Money had no idea it existed. You always want to position into these large winners, these future large winners, I should say, these smaller companies before big money does. By the time big money loves a stock, it's typically time to take a profit if you were an early investor. Now, before we get started on this, hit that like button for the YouTube algorithm so it'll push this video out to more retail investors that need to watch this, especially if you're a single stock picker right now. I mean, you deserve to see a video like this. And number two, hit that subscribe button if you guys want to come stay informed every day what's happening in the markets and to spot these opportunities with us. So, the first company on this list is Zeta Holdings. The stock is $2168 per share right now. Solid uptrend going on. This is Martekch advertising and now business intelligence. Kind of like what Palent here is doing for the internal side of a company. Zeta is now doing that for the external side from the customer side from the trend side from the business intelligence side external to the company. Zeta Global is forecasting revenue to grow 36 to 37% this year, year-over-year. You should also keep in mind Zeta has a streak of beating and raising on revenue guidance 19 quarters in a row over five years. They've never missed on revenue guidance basically their entire publicly traded history. They're the only company on the stock market right now that has a 19 quarter beating and raising streak for revenue guidance. They're one of one. Now, Zeta maintains a healthy, stable, trailing 12-month gross margin of 60.14%. Zeta Global trades at a forward PE ratio of approximately 22.3 to 23.8X, depending on who you ask for consensus EPS estimates. Zeta's PEG ratio, which I think is the best way to value a company, is 0.68. 0.68, significantly below one. Now, Zeta has recently struck a deal with Palenteer to rearchitect their data cloud on top of Foundry. Zeta officially expanded into the enterprise business intelligence sector. This transition allows them to directly pitch CIOS and CTO's significantly expanding their baseline $ 35 billion market into a much larger core software data infrastructure ecosystem. Zeta Global is about a $5 billion market cap. The stock could double or triple and still be considered fair value from a price to sales perspective and a PEG ratio perspective. Now, their EPS is also going to balloon over the next 12 months as their Mari Gold acquisition, the finalization of that comes to an end. Like last quarter, they were going to have really positive net income to the bottom line, but the tax situation kind of killed that. Well, next quarter, you're likely to see some very strong net income margins and and numbers ultimately. So Zeta Global is rapidly going to develop into this highly profitable software company that has a massive future ahead of them. Zeta CEO David Steinberg has actively followed me on Twitter for a very long time and he likes a lot of the posts that I make around Zeta. This is a pretty good one that he liked recently where I wrote on X, I said, "So is Wall Street still not ready to acknowledge they were wrong about the SAS apocalypse or are they still in denial?" Zeta's CEO, David Steinberg, once said that Zeta will one day be a $10 billion revenue company with 30% operating margins. That would translate into well over a $200 stock price, which Zeta's revenue today is forecasted around 1.79 billion. That would be 5xing revenue from here. I believe with this new pivot into business infrastructure alongside continuing to execute on their marketing strategy and their their their data platform, their data graph, this opens up a larger opportunity for revenue to accelerate even further. Even though you're already at 37% expected revenue growth, you could be topping numbers above 50% in the next 1 to two years. The next Palanteer-like opportunity is UiPath. Now, the company is guiding for 9 to 10% year-over-year revenue growth. So, it's not a heavy topline revenue grower as of right now, but that is going to change. And this is the chart that you have to keep in mind. AI agents right now, they're well under 100 million being used, but by 2030, there's going to be 2.5 billion AI agents being used worldwide. and the real acceleration. Yeah, sure it happens next year as well in 2027, but it really kicks into high gear through 2028 until 2030. This is where you go from about 500 million AI agents being used in 2028 to 2.5 billion. You 5x a large number in two years. Now this is very important to understand because a lot of you know anthropics revenue and all these large language models coming out with great revenue growth. That's awesome because it's small people using the platform. It's average people paying subscription fees. It's not large mass enterprise adoption of AI agents or AI really at this point. We've went through this experimentation phase, but UiPath, they really benefit from the actual adoption of AI at scale. Now, let me backtrack a little bit. UPath, they do RPA. So, RPA means if this happens, do this. If this happens, do this. It's repetitive tasks over and over again. They are rules-based. So, if 1 + 1 equals 2, execute. If 1 + 2 equals 5, don't execute, right? It's going based on a rules-based parameter. Well, UiPath figured out a couple of years ago that combining RPA, this rules-based execution with deterministic AI agents that basically, long story short, make their best guess is very, very powerful. Well, ever since the SAS apocalypse begun, people are like, "Oh my gosh, companies are going to vibe code their own UiPath. They're going to vibe code their own software solutions." No, they're not. If you wanted to use an AI agent to do RPA technology or replicate it, you can't. One, it costs about $10,000 per year to use an RPA bot. It costs $10,000 to $12,000 per month to use an AI agent to do as many transactions as an RPA bot does. So it cost over 10 times more to try to replicate UiPath via AI agents. But AI agents are probabilistic. They will always make mistakes. Even if that's a 1% mistake probability out of a hundred transactions or processes, one one mistake is is going to happen. Okay. Well, RPA doesn't make mistakes. AI agents do. That's why mixing the two together is very powerful and why you cannot get rid of RPA technology. UiPath offers the Maestro platform which is equally as important for the sake of this argument as just can you vibe code your own solution. I'm sure you probably could if you really wanted to. It's going to cost you more. Again, it's like the Service Now Walmart example. But Maestro combines human oversight, workflow management, security, and governance, and being able to unwind bad actions that AI agents do. And you and Daniel Dyn, the CEO of UiPath, mentioned this on the last quarter. He said, "Look, AI agents and RPA can do a hundred string tasks together, right? like you can have one agent, one robotics, you know, RPA doing a hundred tasks within one single task. If that RPA if if that AI agent starts to make mistakes, that's a big problem if you don't have some kind of platform like Maestro to actually oversee this. So yes, while AI agents are great and they're going to massively be adopted, you have to adopt them through orchestration platforms and a big one is going to be UiPath. UiPath already serves about 90% of Fortune 500 companies. Those companies are going to add on agents with UiPath, with Service Now, with Salesforce and other companies that offer them. It's not going to be a winner takes all market. So again, while revenue is low now, that is going to pick up dramatically over the next couple of years. And Wall Street's forward-looking, so I'm sure next year, you know, people are going to start figuring this stuff out. UPath also has one of the best gross margins in the entire software space with a gross margin of 83.05%. If that revenue growth picks up and assuming those margins hold above 80%, this is going to be a huge cash flow story. They have a forward PE of about 15. So big discount to the markets with a 5-year expected PEG ratio of 0.44. That means that Wall Street is really saying, "Yeah, UiPath, you don't have a future." Even if they are mildly successful with AI, the stock has massive upside. And I think they're going to be very successful with AI and helping businesses to actually implement AI. As far as the total addressable market, the global intelligent automation addressable market is valued at 17 billion today, but is expected to grow to 87.5 billion by 2035, growing at a compounded annual growth rate of 17.9%. Even if UiPath could bring in 10% of the market for AI agent orchestration, by 2035, that would be UiPath doing almost 9 billion in revenue. The company today is at 1.77 billion in revenue. And I think with things like AI, new technologies that are actually impactful for businesses to implement, you're going to see implementation faster than people expect. I believe we could hit a total addressable market of 87 billion by 2030 by 2031. So I I I I think uh these are some very conservative estimates. The next paneler-l like opportunity is Rubric sitting at about $78 per share. Rubric is a critical cyber security company. This company, it's not recommended that you have Rubric. It's not going to be optional in the future. What Rubric does is they continuously back up company operations. So more AI means more cyber threats. Well, you're going to have cyber attacks. There's going to be cyber breaches. What Rubric can do for, let's say, Walmart or FedEx or whatever, Rubric can go in to the second that a cyber attack happened, remove the files in real time, back up the business to when it happened, so you're no longer held for billions of dollars worth of ransom. you can continuously operate your business with peace of mind that you're not going to be cyber attacked. Rubric also offers AI agent unwind. So, as AI agents grow and are adopted, having a rubric to be able to basically unwind bad actions that AI agents do for your business is also a non-negotiable. And Rubric recently launched Annaperna which is helping companies to structure their data and this is going to be a big driver over the next one to two years as 90% of companies data is unstructured. It's audio files next to photos next to videos next to text right companies have to restructure their data before they can ever implement AI agents or AI at large in their enterprise. Annaperna helps companies to do that and to save on the costs because normally if a company wants to go out and restructure the restructure their data, they have to take all of their data out of data silos, bring it to a data lake, restructure it, put the data you don't really want back in the data data silo and use the data that you want. Annaperna does all of that within a data silo before it even hits a data lake. So those are kind of the three core verticals of Rubric's business as of right now. Now the company is guiding for about 25% revenue growth this year. Expecting revenue at 1.65 billion. They do have a history of really smashing earnings though. So number is probably going to come in closer to 30%. Rubric also has a very high gross margin of 82.9%. So cash cow. Now the forward PE on rubric is really high at about 271 because it's a fast grower. It's rapidly growing into profitability. Now the forward price to sales multiple sitting at about 7 1/2x to 10x which is still even below where most cyber companies are sitting. You know a lot of cyber security stocks are 20 times sales. Rubric trades at a massive discount to other cyber security companies even though traditionally you wouldn't say the stocks at a big discount relative to Crowd Strike or you know some of these others huge discount. Rubric's addressable boundary is currently pegged at 36.3 billion powered by enterprise multicloud migrations and ransomware ransomware recovery pipelines. Its overall TAM is projected to grow to 52.9 billion by 2027 advancing at a 13% kager. I think in the next two to three years, Rubric will be a $250ish stock. It's currently at $78 per share today. If the stock hit 250, that's upside of over 200%. But I think this company has a path to being a 200 plus billion market cap one day, which would be, you know, like $900 a share, which is over a 10x. UiPath, about a $5 billion market cap. I see this stock as hell as having a a path over the next 5 years to being well over a $100 stock, which is about a 10x from here. And Zeta Global has a clear path to becoming a 50 or 100 billion market cap company, which is a 10 to 20x from here in the next handful of years or so. Now, let me share with you guys some other opportunities that I do like out in the marketplace. And if we do see pressure on AI stocks, especially with Google's earnings and if capex numbers disappoint, these could be good buying opportunities. And I think the first one is AMD. I think AMD from a, you know, small number perspective, you know, has room to continue to take market share from Nvidia. It's less than a trillion dollar market cap today. And I think it can inevitably work into a two, three, four trillion dollar market cap. Is it the greatest buy right now as it's doubled or tripled in the past 3 months? Not exactly. Is it the worst buy? I don't think so. And I do think for long-term investors, AMD could make a lot of sense here. I also think that Qualcomm is a very interesting play as well. It's about a 200ish billion dollar market cap. Qualcomm has about 85% market share of the wearable segment. So, I think if AI is successful in the consumer application layer, which inevitably it has to be, right? We're going to have wearable AI watches and pendants and all kinds of, you know, glasses. I think that will inevitably be be big. Who is the supplier to that? Qualcomm. So, I think Qualcomm, while it did go up a lot recently, it's come right back down to where it was at the start of 2026. If AI comes under more pressure and Qualcomm continues to fall, the stock could be a very attractive buying opportunity and I have my eyes on it. I continue to think Marll is very interesting as well. Again, about a $200 billion market cap and I do think connectivity between data centers will continue. I think robotics and mass enterprise adoption, we're going to need more and more compute, more and more data centers. I think that the share of spending will continue to shift, right? A lot of the spending right now is going towards memory solutions. It's going towards building physical data centers. But I do think over time the shift is really going to to go in the GPU direction. It's going to continue to go into the connector direction. Instead of spending massive amounts to build data centers, I think it will become cheaper to build data centers and to deploy gigawatts of compute. and more money is going to go into actually buying the stuff that goes into the data centers, which is Marll. I don't love it at $200 a share, but if sentiment does sour further around AI stocks, I think it's a very interesting addition to a portfolio. Beyond AI, beyond cyber, beyond, you know, software, I think ELF is a very interesting stock here at $78 per share. ELF is projecting 12 to 14% year-over-year growth for this year, but I do think that means for next year, it's going to be pretty easy to beat the comps and to come in some come in with some strong growth. They do have gross margins of almost 73% even despite the tariff pressures, which I think will inevitably go away. ELF's forward PE ratio sits at about 22.3x to 30.5x. And the global mass cosmetics and skincare market has a total total addressable market estimated at roughly $120 billion. E.L.F. it's about a $3 billion market cap. I don't think cheap makeup is going away anytime soon. I think we're heading into that direction where things get cheaper. You know, high quality cheap makeup. It's going to be in high demand and I think the company will continue to grow and execute. E.L.F. also recently launched hair care products which is a brand new segment for the company which should drive some good numbers as well. I also think a company like Blumen Brands could be very interesting. This was a $27 stock back in 2024. It's $8 today. They own four main restaurant chains. One of which is Outback Outback Steakhouse. This is a consumer play. If the consumer gets better, the numbers are going to improve and this this could be a winner. they could reinstate the dividend. And yeah, if you're buying it at $8 a share, you're you're going to do pretty well. But it's a play on the consumer. Again, I'm not a financial adviser. Be careful with this one. I I like the riskreward. Another stock that I really like as well is Back Blaze. Now, Back Blaze is up a lot, so there's no need to like FOMO into it, but if AI stocks get sold off, I think Back Blaze is going to be a core winner. Back Blaze competes directly with S3 for mass storage from companies. And basically how they make their money is pretty simple. Companies pay back blaze or S3 with Amazon, you know, which is like 50% of Amazon's cloud business. They pay these companies to store massive amounts of data. Well, when companies pull out their data, they're charged a certain amount. Back Blaze charges $7 per terabyte that's pulled out of their platform. Amazon charges $26 per terabyte. They're able to do this and charge so little compared to Amazon because they build their own racks. So instead of spending thousands of dollars on a custom rack, Back Blaze has built their own racks for 20 years and they cost like $200, $300 for the for the rack, right? So their costs are a lot lower. Back Blaze is also not building data centers. So Back Blaze, they lease data centers from older data center companies. So they're basically leasing the power. They're leasing the space, right? They're bringing in their own racks, their own compute. They're just leasing the space. And that's what is able to get back 60 plus% gross margins while charging a fraction of what Amazon and others charge for cloud storage. And AI creates a lot of data. So I think there's going to be, you know, long after even the capex trade is over with, there's going to be a need to store more and more data. And this company is about a billion dollar market cap. So I think they can continue to steal market share. Back Blaze is uh growing their cloud business, right? Their their B2 cloud storage segment at about 24% year-over-year, but their legacy division of their business is basically at stall speed. This is computer backup where you can install Back Blaze and run it on your computer to back up your computer if something happens, right? The core growth engine is B2 cloud storage. That's growing 24% year-over-year. So, the numbers, they look a lot lower, but it's just because you have this old, you know, static freaking area of the business that isn't moving. The company recently signed a $335 million AI infrastructure deal with Coree. Revenue is projected around $162 million for this year. The stock trades at about a 4.8x 8x price to sales multiple which is far lower than any other company in this space. Back Blaze also targets the massive global cloud storage market which is valued at over 130 billion plus dollars today which that is going to grow dramatically over the next couple of years as AI creates more and more data. Every query you type into a large language model creates data. Every image you generate creates data. So one question that you ask a large language model can create hundreds of different pieces of data. And Back Blaze is in a very good position to capitalize on that. Now the stock went from $3 to 18 back down to 13. I bought it at like 11. I'm hoping they do an offering or something and the stock goes back to $78. That's where I think it's a really attractive opportunity. I don't know if we will go that low though. Another very interesting stock to me is Royal Caribbean. $285 stock. The stock's not going to double, triple, or 10x anytime soon. It could double, you know, in the next one to two years. It pays you a $6 per share dividend per year. It's about 2% or so. And it's following this theme of the consumer getting stronger, spending more. And I think co just fundamentally changed the way that people look at life. I think travel is going to just be in more and more and more demand as time progresses. You could also say the same thing about Uber, right? Royal Caribbean, a Hilton, a Uber or something like that that benefits from the overall travel trend continuing to grow, but benefits as well from a stronger consumer. I think if you're hitting stocks that target travel and the consumer, I think that's going to be a winner winner winner chicken dinner over the next couple of years. And really for the foreseeable future, the next couple decades, these are going to be good stocks. Other stocks that I really like as well would be like a Zcaler. Outside of Rubric, if I had to choose one other cyber company to buy, it would be Zcaler. They were a $337 stock in November of 2025. Today it's 152 simply because of that. I like the company on top of all of the other AI things that they're doing and the niche that they basically dominate in. But keep in mind, we are heading into midterm elections this year, November 3rd. You do tend to start seeing downside volatility in markets late July, August, September. You tend to bottom in October and then actually work your way higher into the midterms themselves. And then you tend to really skyrocket over the next like nine months following a midterm election. So we are heading into that pre-election volatility period. You could see here before the midterms you tend to slide and kind of go negative on the markets. But again, it's after look at this this move you tend to see from October through about July of the following year. It tends to be pretty vertical. And I think some of the stocks that we mention in this video are set up to do very well. Now, let me know your favorite stocks to buy right now down below in the comment section. Hit that like button for the YouTube algorithm. Hit that subscribe button if you guys learned something, found value out of today's episode, and you want to see more videos like this. Have a fantastic rest of your day and I will see you in the next