5 Stocks To BUY NOW In July 2026

Folks, in today's video, I'm going to break down the top five stocks to buy before August 2026. Now, before we jump in each of the stocks on this list, how to pass every single one of these checklist items to make the cut. Great value per dollar. You're not overpaying for the growth you're getting. A clear catalyst, something already happening that can move the story, not a someday maybe. riding a massive wave. AI compute, the power grid, or the buildout underneath both growth that's speeding up, not slowing down, and most importantly, still early enough that there's plenty of room left to run. I'll break down the case for each of these and let you be the judge. And then at the end of today's video, we're going to go on to our sponsored segment on Vivacore, ticker symbol VIVK. This is a Dallas-based energy company that owns the physical infrastructure crude oil actually moves through the trucks, the pipeline injection stations, the storage terminals, and they have spent the last two months expanding a crude oil marketing platform across the most important pricing hubs in the American oil market. They're also trying to bring online a facility that pulls sellable oil back out of oil field waste. I'll walk you through this company as well as some of the risks and explain why you may want to put it on your radar. And as always, 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. Okay, let's start with number five. Service Now, ticker symbol N. This is easily one of the most important software companies on the planet that most people have never even heard of. Service Now is one of the most killer deals right now and it just reported earnings yesterday and oof, it delivered a quarter that I believe will mark a turning point for a stock that spent the last year in the dirty, dirty penalty box. So, what does Service Now actually do? Well, picture a giant company, a bank, a hospital, a government agency with dozens of departments all using tools that don't talk to each other. Service Now is the layer that sits on top and ties it all together so work can move cleanly from one team to the next without falling through the cracks. It started by running the corporate IT help desk, then took the same engine and pushed it into HR, customer service, and security. Once a company is built on Service Now, ripping it out is a nightmare, which is why they almost never leave. Now, instead of getting run over by the AI wave, Service Now is actually the one that's creating the wave, or at least helping create it. Service Now turned itself into the place where big companies actually put AI to work. A control power to deploy and manage armies of AI agents across the business. Now, the reason we're talking about it now is because the earnings just landed, and they were strong across the board. Subscription revenue came in at $3.88 billion, up 24.5%. This was supposed to be negative if you believe the Bears. Total revenue hit nearly $4 billion, up 24%. Both beat the high end of guidance. Earnings beat two and they raised their outlook for the rest of the year. But here's the number I want you to pay attention to. CRPO, basically the revenue already under contract for the next 12 months. Last quarter, that number slowed down a hair and the stock had its worst day ever. This quarter though, it sped back up 21.5% well ahead of what they guided. The exact thing that broke the stock just reversed in a beautiful and massive way. And the other big one to keep in mind here, their AI business crossed $1 billion in signed contracts with AI agent deployments up ninefold in 9 months. The justification for Service Now's massive collapse in share price for the last year plus has been that AI was going to eat their lunch. Instead, AI actually is their lunch. They're eating it themselves and it's very lucrative. So, why do I think this could be the turn? Well, three reasons. One, that metric that crushed it last quarter reacelerated. Two, the AI fear got a billion dollar rebuttal in terms of actual reported revenue. Three, the stock came in beaten down and cheap for its growth. So, the bad news was already priced in and now the story is improving rapidly. So, here you have a completely destroyed top tier quality leader and compounder that's beating and raising quarter after quarter and the bare case is starting to hide in the corner. I think service now is a great buy right now. Number four, Nebius Group, NBIS. So, here's the simplest way to think about this company. Training AI takes massive banks of specialized computers, Nvidia GPUs stacked by thousands in giant data centers. Most companies can't build that themselves. NBIS builds it and rents it out. They're the landlord of the AI boom. Now, the demand right now is almost hard to believe. In the first quarter, NBIS did 399 million in revenue, up 684% from a year earlier, and the money already locked in for the future is even bigger. They've signed long-term deals worth somewhere around $45 to $50 billion, including a roughly $19 billion contract with Microsoft and a deal with Meta worth up to $27 billion. Nvidia, obviously the most important company in AI right now, wrote Nebius a $2 billion check to invest directly in the business. When the company that makes the chips is betting on the company renting the chips, o is that an endorsement. Management keeps saying the same thing. Every time they bring new computing capacity online, it sells out immediately with multiple customers fighting over each cluster. This is a business where demand is running way ahead of supply and they're racing to fix that. Scaling from a couple hundred megawatts of capacity toward roughly a gigawatt by the end of the year with massive new sites going up in Pennsylvania and Missouri. Their target is to be running at a 7 to9 billion revenue pace by the end of 2026. Again, their revenue pace target by the end of this year is 7 to9 billion. Last year, this company did $530 million in revenue the entire year. So, this is not a sleepy company. This is one that's aggressively growing. Number three, Super Micro SMCI. One of the most controversial picks in today's market, but arguably one of the most obvious values. To make an analogy, if Nvidia builds the engine, well, Super Micro is the one that actually builds the race car around said engine. Nvidia's chips can't just be plugged into a wall. They need servers, networking, storage, power, cables, and more and more serious cooling. Super Micro takes all of those pieces and assembles them into complete ready to run AI computers. Its customers are cloud providers, big internet companies corporations and governments. Public reporting has tied its gear to names like Cororeweave, XAI, and SpaceX. Its biggest edge is speed. Super Micro uses a building block design that lets it wrap servers around the newest ships faster than most competitors. In the AI race that matters, timing is very, very important. Customers want the latest GPUs as fast as possible so they can start training their models before their rivals do. Its second edge is liquid cooling. AI servers, as you know, run incredibly hot and old school air cooling can't keep up as companies cram more chips into every rack. Super Micro bet early on on liquid cooling and can now sell the servers, the racks, the networking, and the cooling as one package. As data centers get more powerful, that cooling goes from a nice to have to a must-have. Now, the elephant in the room is that this stock has been absolutely hammered. Dumpy dumpy doed on. For years, SMCI has struggled with bad PR, accounting issues, and even allegations about servers being improperly shipped into China. But while the market's been staring at everything that went wrong, the actual business keeps setting records. The growth speaks for itself. Roughly 7 billion in revenue in fiscal 2023, nearly 15 billion in 2024, around 22 billion in 2025, and management thinks it could approach 40 billion in fiscal 2026. They've also pointed to a more than $60 billion in new orders and a record backlog. And the margins might just be about to swing. Super Micro once warned gross margins could fall towards 8% but later management suggested that they could recover to something like 15 to 17%. That's a massive difference. A $40 billion a year business at 8% versus 15% margins is a very different story and I don't think markets have factored that in at all yet. SMCI has long been one of the biggest collapses and biggest disappointments in the whole AI trade. But I believe that this margin recovery alone could be enough to spark a long overdue comeback. Number two, Olo OKL. This is the company trying to build small nuclear reactors to power the AI age. Here's the setup. AI data centers are swallowing electricity faster than the grid can produce it, and they need power that runs 24/7, rain or shine. That's a problem solar and wind alone can't solve. Nuclear can. It's clean, constant, and dense. But nobody wants to spend a decade building a giant traditional plant. So Aqua went the other way. Instead of one enormous reactor, it's building compact powerhouses. Its Aora design puts out anywhere from 15 to 75 megawws. And it is small enough to drop next to the customer that needs the juice. And the twist that makes the business interesting is that Ollo doesn't just want to sell you a reactor. It plans to own and operate them and sell you the power directly, more like a utility than a hardware company. that turns one-time sales into recurring long-term revenue. The Nuclear Regulatory Commission signed off on the core design criteria for the Aora and did it faster than its usual timeline, which is a big deal in an industry famous for red tape. Aqua already has its site locked in at Idaho National Laboratory through the Department of Energy, and it's targeting first power there around late 2027. The demand side is stacking up, too. Ollo is sitting on a customer pipeline of around 14 gawatts of interest from data center giants, industrial sites, and defense among them, including a huge letter of intent with data center operator switch. It's also teamed up with Nvidia and Los Alamos on using AI to design and run reactors, and it's sitting on roughly 2.5 billion in cash to fund the buildout. Now, this is a super early stage story. It's also in the category of very high risk and very high potential reward. But with the chair price being completely decimated over the last couple of quarters, I think it's time to start considering it. Number one, EOS Energy Enterprises, EOS. EOS is an American company that builds batteries for the grid. And here's what makes it different from everybody else. You see, it doesn't use lithium. Its batteries are built around zinc, and they're made right here in the US of A. That one choice, zinc instead of lithium, Americanmade instead of imported, is the thread that ties the whole story and the setup here together. So, what do they actually make, Charlie? Think of it as a giant rechargeable reservoir for electricity. A solar farm makes power during the day. A wind farm makes it whenever the wind blows. But the grid needs steady ondemand power around the clock. As we've been talking about, it's very important to have 24/7 reliable power. So EOS batteries soak up energy when it's cheap and plentiful, then release it over long stretches, 3 to 12 hours at a time, way longer than a typical lithium battery is actually built for. And the timing couldn't be better. The old knock on renewables was simple. What happens when the sun goes down? Well, long duration storage is the answer. Right as AI data centers are slamming the grid with roundthe-clock demand, utilities are scrambling for exactly what EOS makes. But what about the proof of concept, Charlie? Who is buying? As of the first quarter, EOS was sitting on a backlog of about $645 million with a broader pipeline that's ballooned to roughly $24 billion. Now, why do I think that EOS can win against bigger players? Three reasons. Zinc is safer than lithium. No fire and thermal runaway risk. And it's cheap and abundant. It's Americanmade, which matters more than ever in a world of tariffs and supply chain worries. And it's got some deep pocketed backing, including support from the Department of Energy. Now, let's talk about the numbers. So, EOS went from about 15.6 million in revenue in 2024 to 114 million in 2025, a 632% jump in a single year. The first quarter of 2026 was up 445% and management is guiding to 300 to 400 million for the full year from 15 million to potentially 400 million in about 2 years. That's a company hitting an inflection point and really starting to take off. And there's one specific piece that could unlock a lot more moola. The number one obstacle in grid storage isn't actually demand. It's financing these huge projects. So EOS teamed up with Cberus to build a dedicated funding engine called Frontier Power USA specifically to get customer projects financed and built. Pair that with a healthy cash balance and you've got a company that can actually convert its orders into deployed revenue generating products. I think if this team ends up executing longterm, you're going to see some real value creation here for shareholders. Anyways, there you have it. Five big names that I believe are at great deals right now for the long term. And when I say the long term, I don't mean like two weeks. I mean you build out a position over time and over the next 3, five, 10 years. Well, these could be quite aggressive growers long term in your portfolio. But of course, you got to do your own research and come to your own conclusion. And now it's time for our sponsored segment on Vivicore. Ticker symbol VIVK. Vivacore has had an extremely active few months. This is a Dallas-based energy company that owns the physical infrastructure. Crude oil actually moves through the trucks, the pipeline, injection stations, the storage terminals, and they have spent the last two months expanding a crude oil marketing platform across the most important pricing hubs in the American oil market. They reported first quarter results that showed meaningfully improved gross margins and lower operating expenses following a year spent selling off non-core operations and paying down debt. They announced a joint venture to finish commissioning their remediation facility outside Houston with with commercial operations targeted down the road. They announced a steady run of new recurring crude oil marketing agreements. One in early June, the Backan, the Perian, the Cushing, then four more just this past week. They put their Oklahoma midstream business under a letter of intent to be sold. So what does this company actually do, Charlie? Well, Vivoor runs three businesses today with a fourth in development. And the key thing to understand is that these are not three unrelated companies bolted together. They are three stages of the same journey a barrel of oil takes. Start with transportation. So when a producer pulls crude out of the ground, that barrel has to physically get somewhere. In much of the country, there is no pipeline running to the wellhead. So the barrel goes on a truck. Vivacore describes itself as operating one of the largest independent midstream truck fleets in North America, moving crude across Texas, Louisiana, Oklahoma, New Mexico, Colorado, and North Dakota. The Perian, the Eagle Ford, the Backend, and Oklahoma stack play. According to its annual report, the customer list includes the likes of Marathon Oil, Monaco Phillips, Philip 66, BP Civotas and and Valitas among its customers. And then you have storage and terminaling. The truck has to take that barrel somewhere and that somewhere is a pipeline injection station or a terminal. Vivicore owns a network of injection stations across the Perian. These are the on-ramps where a truck offloads crude into a major pipeline system. Theirs connect into Centur Plains Basin and Enterprise West Texas system, Cactus 2 and Perian Express. They also own storage terminals in Colorado City in West Texas and in Delhi, Louisiana, plus one in Oklahoma currently under a letter of intent to be sold. A terminal is essentially a holding pen with plumbing. Barrels arrive by truck, sit in tanks, get blended or graded, and leave by pipeline. Location is everything because a terminal is only worth what it connects to, and Vivicor sits on major arteries in the most active basins in the country. Both remaining terminals operate under minimum volume contracts, meaning a set amount of throughput gets paid for whether or not the barrels show up. That is the predictable piece of the business. And then you have marketing and trading, which launched in 2024, is now the largest of the three by revenue, and is where nearly all of the recent news has come from. The basic business is straightforward. Vivicor buys physical barrels from producers at index-based prices, moves through moves them through its own network, and resells them to refiners and end users. If you're wondering why a trucking and terminal company would want to be in this trading business at all, the logic is this. If you already are picking up the barrel, already storing it and already connected to the pipeline it leaves on, you are doing most of the work of a middleman. Anyways, taking ownership of the barrel for that stretch lets you earn a margin on the transaction on top of the fees you were already charging for the service. Same asset, second income stream. This past week, Vivicore announced that its trading subsidiary executed four recurring physical crude oil purchase and sale transactions with two commercial counterparties. The agreement started in August, run a full year and continue month two months after that. And critically, they are conducted through enterprises Cushing and Midland Trading locations. Now, let's talk about the fourth piece of the business. So, this part of the business is not operating yet, but it is one that would separate this company from a conventional mid-stream operator. Producing, storing, and moving crude generates waste. Sludge settles in the bottom of storage tanks and has to be periodically cleaned out. Residue builds up and barges rail cars and tanker trucks. Soil gets contaminated when there is a spill at a drilling site. The material is genuinely awkward, not quite waste, not quite product, just oil mixed with dirt and water and solids in a form nobody can sell. For the producer, it is pure liability. You pay somebody to haul it off and whatever oil was trapped inside, it is gone with the disposal fee. Well, Vivicor's remediation processing center is built to change that equation. and it takes contaminated material and separates the hydrocarbons back out. So, the customer gets a liability removed that they were going to pay for anyways. And the oil that comes out the other side is sellable product rather than a ride-off. The facility also includes a wash out station for cleaning trucks and containers, which is smart design because the trucks hauling that material need cleaning before they can haul anything else. So, a single customer visit generates two services. Now, let's talk about the leadership. Vivacore is led by James Bangi who serves as chairman, president, and chief executive officer. He has spent more than two decades in Midstream oil and gas and has taken companies across the finish line before. He ran a crude oil marketing and logistics company through a sale to Gibson Energy and later served as a board member and chief commercial officer of another logistics business through its sale to Feral Gas Partners. Overall, this is a very lean organization. Total headcount is very small relative to the scale of activity the company describes. Now, let's talk about some of the risks. So, this is a super small cap highrisk company. Companies in this category tend to be very dilutionheavy and the stock price has gone down very aggressively over the years. So these are all things to consider when you're doing your research on this company. Trucks, injection stations terminals pipelines processing equipment, all of it has to be bought and built before it earns a dollar. And all of it has to be maintained whether or not the volume show up. That could be a perfectly good business to be in at scale, but a very hard one to be in while small because the capital has to come from somewhere. So make sure that you're doing your own due diligence on this company. But any who, what Vivaore has today is a working mid-stream operation with recognizable customers, terminals sitting on major pipeline arteries, and a marketing platform that has expanded into the benchmark hubs of the American crude market. If you'd like to go deeper, I'll put a link to Vivaor's SEC filings down below. Make sure to do all your own due diligence and have a great rest of your