3 Stocks To BUY NOW Before September 1

Folks, in today's video, we're going to break down three stocks to buy heavy before September begins. You're going to want to stick around to the end for this one because these are a doozy. Each of these stocks is a showing huge proof of concept. B just reported a crazy earnings report, C has been building momentum for weeks and E is still down massively from recent highs on what I would consider bogus SAS apocalypse fears that is being disproven after week in the data. and I'm reporting to you from a cave today because these picks were so good I had to go underground. And then at the end of today's video, we have our sponsored segment on our bond, ticker symbol OBAI on the NASDAQ. This is a small AI security company that has built a preventative personal security platform that is already deployed by some of the largest corporations in the world for their employees. And over the last few months, it has started signing entire cities and universities onto the same system. I'll break down the company and why you may want to put it on your radar. And as always, if you're the one taking the ultimate risk, you've got to be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. Okay, number three. We're going to start with Service Now, ticker symbol N. So, we've been calling Service Now one of the best dip eyes throughout basically this entire SAS Apocalypse BS. It's also a Zip Trader 25 pick and the stock has finally started bouncing and it's been fantastic. The thesis has started to play out in a very wonderful way. However, I don't think that Service Now has come anywhere close to reaching its full potential. And to understand why, you got to actually understand what Service Now does. And what they just reported, we'll start with what they do. So, imagine for a second you work at a giant company with a 100,000 employees. Your laptop all of a sudden stops working. You need access to a database. A new employee needs to be onboarded. Someone gets fired and needs their permissions removed. A cyber security alert pops up. A customer has an issue. A manager needs something approved. There are thousands and thousands of little jobs constantly moving around inside a giant corporation. So, Service Now is basically the system that organizes everything and automates all of that work. It connects department, software, employees, and data together so that instead of everything becoming a gigantic corporate cluster frick, well, there's an actual workflow to it. And once a giant company builds thousands of these workflows on Service Now, well, it's extremely difficult to rip Service Now out. That's the first part of the compounding thesis. But here's where AI changes the story. If you think of AI agents as planes, well, Service Now wants to run the entire airport. And the more planes flying around, well, the more valuable the control tower potentially becomes. So the more AI agents out there, the more valuable service now is, not the less valuable. So that's like the complete opposite of what the bears have been preaching and why the bears shorted this so aggressively and scared so many retail investors out of their hard-earned money. Now, here are the numbers I actually care about. So Service Now subscription revenue just grew 24.5% at the report today. That's very, very impressive. But here's the much, much more important number. So, Service Now has 658 customers spending more than $5 million per year on its platform. And that number increased about 23% year-over-year. That's enormous. It's gigantic. And it shows you exactly how this business compounds. How Service Now gets into a company. The company starts using it for IT, then maybe cyber security, then HR, then customer service, then automation, and overall AI. And suddenly all of a sudden, whoop-dedoo, a customer that started relatively small is spending millions and millions of dollars every year. And that's what we like because that leads to juicy profito. Now, Service Now has had 123 new deals worth more than $1 million in annual contract value last quarter alone with those giant deals growing nearly 40%. So, that's what matters to me. Customers are expanding and their overall contracts are compounding. So, this is the exact opposite of the bare thesis. If AI was going to destroy them, they wouldn't be seeing such a massive growth of their business. But, if you actually look at their AI segment, their AI segment is starting to boom like crazy. Service Now's AI products have now crossed 1 billion in annual contract value and deployments of its Aenic AI products have increased ninefold in 9 months. Ninefold in 9 months. Nine months ago, Wall Street was saying that Service Now was going to go down 99% and you would never hear about it again. They said that AI was going to destroy Service Now. Turns out AI is extremely lucrative for Service Now. Companies aren't just sitting in meetings talking about Service Now's AI. They're deploying it. They're signing contracts. They're expanding their spending. And these are all clear, very clear proof of concept. And we're going to get some comments from the Barry Beritos saying, "Charlie, you called this out after it already ran." Well, no, no, no. We called this out at SAS apocalypse lows, and we've been saying this is a buy for a while, but this company still has so much more upside potential because a lot of the SAS apocalypse trade is still overpriced into this company. Okay, number two, Salesforce CRM, the force of the sale. This is another Zip Trader 25 pick. Another company we've been screaming was oversold throughout the entire SAS apocalypse. And after its earnings report today, well, the stock absolutely exploded into the after hours. But forget about the stock price for a second. So many people love to talk about the stock price as if that's the one thing that you should be focused on and nothing else. No, no, no, no. You need to focus on the business behind the stock price because if you're always just looking at the stock price, you're always going to be too late. You're always going to be doing the wrong thing. You're always going to be listening to what the crowd says and not what the company's telling you the stock is going to do in the long term. Now, everybody has heard of Salesforce. They got some of the biggest buildings in almost every city. But I do not think the average investor even understands onetenth of how important their software is. Salesforce is basically the giant database. That companies used to manage their customers. Imagine you run a company with say 10,000 salespeople. Who is the customer? What did they buy? When did we last contact them? What products are they interested in? Did they submit a support ticket? When does their contract renew? Which salesperson owns the account? Salesforce handles all this. Then over the years, Salesforce expanded into customer service, marketing, analytics, data, and Slack. Though for many many giant companies, Salesforce isn't just like another piece of software. It's basically it's basically the operating system for the entire client relationship. And that's not something that just goes away overnight because chat GPT came out. And if you dig a little bit more into their value, you have to understand agent force with their agent force product. Imagine you're a salesperson instead of manually checking Salesforce, writing up a follow-up email, updating the customer record, scheduling the next meeting, looking through previous conversations, and deciding who you should contact next. Well, well, instead of all of that, an AI agent does huge chunks of that work for you. This is the opportunity that Salesforce is attacking, and Salesforce has one massive advantage. Customer data is already sitting inside them. They don't need to convince businesses to move their entire operation to some completely new AI platform. They can basically call up any of their customers and say, "Look, you already have your customers here. You already have your workflows here. You already have your data here. Now, let us put AI agents on top of it and make you even more money." That is a pretty nice value ad. But don't take my word for it. CRM just put out numbers and they are beautiful. Salesforce's Agent Force business has already passed 1.5 billion in annual recurring revenue and it's growing more than 240% year-over-year. Now $ 1.5 billion isn't a lot compared to Salesforce's overall potential, but the reason that this is important is because this proves that Agent Force, this new product that they're doubling down on, this AI work agent, well, it's proven to create real revenue. AI was supposed to disrupt and destroy Salesforce. This company was supposed to be gone. However, it turns out that again, this is another situation where AI is actually giving them an opportunity to make more money than ever, leveraging the customers and the products and value they already have been providing for over a decade. And if you don't believe me, look, they are already reporting it's already been a billion dollar plus business. And when you combine Agent Force with Salesforce's data 360 business, they're already approaching 3.9 billion in recurring revenue, growing more than 210%. Now that said, if you've worked at any major corporation in the US, you know that a lot of AI spending is just kind of like corporate bloat wear to sound good for shareholders and board members kind of pretending to use it, but it's not really useful to you. Well, that's not the case with Agent Force. Customers aren't just buying Agent Force, they're actually using it. Salesforce delivered 3.2 billion aic work units during this quarter alone, and that was up 97% from the previous quarter. Basically doubling in 3 months. That's exactly what you want to see from this product. Company's not just buying their product, but usage exploding, showing that they're sticking around because this is very useful for them. This company overall, I think, is a compounding machine. Keep in mind with all this, Salesforce is becoming much more profitable. Operating cash flow increased 71% this quarter. Free cash flow increased 81% and non-GAAP earnings per share more than doubled. That's important because Salesforce doesn't need to grow 40% every year anymore to create shareholder value. It's already enormous. So, if revenue keeps compounding, margins remain strong, AI creates another growth engine, and Salesforce keeps reducing the share count, while earnings per share can potentially grow much faster than the overall company. And that's why I continue to be very bullish on it. Okay, number one, Adobe ADBE. Now, this one's going to get me some controversy and some push back, but that's all right. But I have to tell you, I think this is one of the most perfect examples of how ridiculous the SAS apocalypse trade got. The stock has been decimated, but the company itself is very cashrich. Its recurring revenue engine is still extremely strong and it's got a lot of upside potential over the next 12 to 18 months in many of its core segments. Now, if you asked investors a year ago, 6 months ago, one month ago, hell, even now, which company was most likely going to be destroyed by AI, they'd probably say Adobe. Why? Well, because Adobe makes Photoshop, Illustrator, Premiere Pro, Acrobat, After Effects. Basically, the tools people use to create, edit, and manage digital content. But now, thanks to Chat GPT, Collad, and a host of other players, well, you could just have AI generate all this stuff for you much easier than you could ever do yourself with Adobe. So, Wall Street has been looking at this company and saying, "You know what? This stock is screwed. It must go to zero soon." Now, unlike the other companies on this list, this one is not an easy turnaround story. But boy, if we're right here, this company has a lot of upside to realize. So, what's my yes, very much contrarian take on this stock. While I was thinking about the logic for the other two picks that have done very very well. And if you really think about it, a lot of the things that AI is supposed to destroy is going to also create a lot more work for Adobe. For example, AI doesn't eliminate the need to create content. AI makes it dramatically easier to create more content. Think about a giant company like Coca-Cola. They don't need one advertisement anymore. They could potentially use AI to create hundreds of versions. different countries, different audiences, different languages, different formats, different social media platforms, different images, different videos. Suddenly, businesses are creating more digital content than ever at a speed never seen before. But somebody does still need to edit it, resize it, change it, approve it, keep the branding consistent, collaborate on it, turn it into a finished advertisement, and then actually get it out of the door, the last mile player. And that's Adobe. Adobe right now is following a strategy that I do think is pretty smart. They're increasingly letting people access outside models directly inside Adobe products. So imagine you're working inside Photoshop. Maybe one AI model is better at creating a certain type of image, another is better at something else. Well, Adobe's goal is basically, hey, use whichever AI you want, but do the actual professional finishing work inside Adobe. That's a much stronger position. And it means that in this segment, Adobe isn't competing with AI. It's simply the place where actual humans do the finishing touches. And if you've seen the AI slop that's out there, somebody does have to do the finishing touches. And then there's this other area. Adobe's free creator user base grew from more than 50 million users to around 90 million. That's enormous growth. And why? Well, because AI is lowering the barrier to entry. 10 years ago, if you wanted to use professional creative software, you basically needed to know what the hell you were doing. Now, somebody can log into Adobe Express, type what they want, generate something, and start creating. So AI potentially opens up Adobe to millions and millions of people more who have never and would have never become Adobe customers and clients overall before. This is a funnel. Get people in using the free products. Get them creating. Get them comfortable with Adobe. Then eventually convert a portion of them into beautiful paying customers. Now Adobe already has one of the most powerful recurring revenue machines and software. The company now has roughly $27 billion in annual recurring revenue. Think about how ridiculous that is. Adobe basically starts every year, every single year, knowing that tens of billions of dollars of subscription revenue is already sitting there. And their latest earnings report shows the underlying business is still extremely healthy. Adobe generated 6.6 billion in quarterly revenue. Revenue grew around 13%, earnings continued climbing, and management actually raised its fullear revenue and earnings outlook again. So, where is the apocalypse that Adobe is supposed to be experiencing? I don't see an apocalypse here. This company was priced like generative AI was going to destroy its business. But Adobe is still putting up record revenue, still growing double digits, still generating massive profits, and quite frankly, its new AI products are growing triple digits. So, I do think there's a massive disconnect here. I think it's going to take a lot longer to convince Wall Street that this company is not a dead company. And I think that unlike the other two in this video, that could be some quarters. But I definitely wouldn't count this company out. Anyways, folks, let us know what your favorite stock is. is let us know if you like Adobe Service Now or Salesforce in the comment section down below. We love hearing from you. And now it's time to move on to our sponsored segment. And now it is time for our sponsored segment on our bond. Ticker symbol OBI on the NASDAQ. So what is our bond? Bond is a personal security company. It runs an AI powered platform paired with command centers around the world that are staffed 24 hours a day by trained personal security agents. And the whole thing is assessed through an app on your phone. There are 14 distinct services inside that app. You can put an agent on standby before you walk to your car. You can have Bond track you until you get home. You can have a live agent video monitor you while a stranger is inside your apartment. And if something actually goes wrong, the agent on the other end is already watching. It already knows where you are and can escalate to police medics or a fire without you having to explain anything. The company is headquartered in New York. The service is live in 28 countries in five languages. And the customers today are mostly large enterprises buying it for their employees, plus a growing list of cities and universities buying it for residents and students. So, here's the market gap. There are roughly 240 million 911 calls placed in the United States every year. And by most estimates, only 20 to 30% of those are legitimate emergencies. That is the part above the waterline. And underneath it, it could be a much bigger number because the situations where a person feels genuinely unsafe, but nothing has actually happened yet could be many multitudes higher. For example, walking through a parking garage at night, opening the door for a delivery you did not expect, sitting in the back of a ride share that just turned down the wrong street. A Gallup poll found that 40% of Americans, roughly 140 million people, say they do not feel safe walking alone at night in their own area. There is no product for that at the moment. It is too early to dial 911. So people call a friend who cannot help or they just live with it. And when the situation does escalate into a real emergency, it is frequently too late to complete a call at all. So Bond's argument is that this is not a niche. It is a category that never got built because until recently there was no affordable way to put a professional on the other end of the line for millions of people all at once. Personal security has always existed, but at a $100 an hour, it was for executives and celebrities. The company's own framing is that Bond delivers it for about 13 cents a day. For the enterprise buyer, the argument is more concrete than peace of mind. Companies have spent decades hardening their buildings and the employee is perfectly safe inside the office the moment they walk out the door to a parking lot at 11 at night. That protection stops. Estimates put the cost of workplace violence at around $2,000 per employee per year. Roughly $300 billion annually across American businesses. And that is before you count the shifts people refuse to work and the turnover that follows. Bond sizes the total opportunity combining the new preventative market with the existing private security market at north of $435 billion. Now what's the business model? Well, bond sells licenses and the primary route to market so far has been enterprise. A company buys a block of licenses for a department. Employees use it and the company comes back for more. Management reports roughly 95% enterprise retention and the pattern they describe as land and expand start with the sales team or the night shift then widen it out across the workforce into international offices. Earlier this year, a top three US telecommunications company deployed bond for one of its sales teams. A deal the company says could scale past $2 million in annual recurring revenue if adopted across the broader workforce. And they also have opened a government channel in April for international cities began endorsing bond to residents. In June, one city purchased licenses covering all 270,000 of its residents through a fully municipality funded program. And a second city with over a million residents followed. July they extended the model to higher education with an international university covering roughly 4,000 students, faculty, and staff. Now, founder and CEO Doran Kemple is a serial technology entrepreneur. The two companies he founded before this one, both in IT infrastructure, were acquired by IBM in 2008 and HP in 2017 for a combined value of roughly $900 million. The advisory bench is also unusually deep for a company its size. It includes a former US Secretary of Commerce, a former director of the US Secret Service, a former de a former deputy director of the FBI, a former New York City police commissioner, a former chief information officer of the Department of Homeland Security, a three-star US Army general, and senior former police leadership from Boston, Seattle, Chicago, France, South Africa, and Northern Ireland. Now, it's time to talk about the risks. This company is trying to grow aggressively through many different angles, and that process is never guaranteed. And most importantly, it costs a lot of money to do all of this and that can mean very aggressive dilution over time. So make sure to read all of the SACE filings and come to your own conclusion. Anyways, the story with Bond is that it has spent eight years and over a hund00 million building a preventative personal security platform and the part that is genuinely proven is the product itself. 1.4 million service requests handled, 10,000 emergencies, the largest corporations in the world buying it for their employees and one of them putting it in writing to shareholders. Anyways, take a look at our bonds investor relations page down below. This is a sponsored segment and it's not financial advice. Make sure to do all of your own research. Anyways, have a great rest of your day. We will see you next time.