Top 6 Stocks to BUY NOW (High Growth Stocks)

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YouTube URL

https://www.youtube.com/watch?v=2eO2BhQvrg8

Status

Analyzed

Requested On

July 10, 2026 at 01:47 PM

Overall Performance

+1.52%

Recommendations

HOOD BUY
"these are the top six stocks that I am buying right now. Starting with Robin Hood Markets, ticker symbol H O D."
Context: "these are the top six stocks that I am buying right now. Starting with Robin Hood Markets, ticker symbol H O D."
Price on publish date: $96.71
Last day closing price: $115.11 (Jul 10, 2026)
Profit/Loss: +$18.40 (+19.03%)
CRWV BUY
"For stock number two, we have Coree, ticker symbol CRWV."
Context: "For stock number two, we have Coree, ticker symbol CRWV."
Price on publish date: $117.03
Last day closing price: $89.70 (Jul 10, 2026)
Profit/Loss: $-27.33 (-23.35%)
PLTR BUY
"For stock number three, we have Palanteer Technologies, ticker symbol PLTR."
Context: "For stock number three, we have Palanteer Technologies, ticker symbol PLTR."
Price on publish date: $133.25
Last day closing price: $129.04 (Jul 10, 2026)
Profit/Loss: $-4.21 (-3.16%)
RDDT BUY
"For stock number four, we have Reddit Inc., ticker symbol RDDT."
Context: "For stock number four, we have Reddit Inc., ticker symbol RDDT."
Price on publish date: $175.39
Last day closing price: $202.14 (Jul 10, 2026)
Profit/Loss: +$26.75 (+15.25%)
GOOGL BUY
"For stock number five, we have Alphabet or more commonly known as Google, ticker symbol G O L."
Context: "For stock number five, we have Alphabet or more commonly known as Google, ticker symbol G O L."
Price on publish date: $373.25
Last day closing price: $358.89 (Jul 10, 2026)
Profit/Loss: $-14.36 (-3.85%)
META BUY
"Now for stock number six, we have Meta Platforms, ticker symbol MEA."
Context: "Now for stock number six, we have Meta Platforms, ticker symbol MEA."
Price on publish date: $600.21
Last day closing price: $631.48 (Jul 10, 2026)
Profit/Loss: +$31.27 (+5.21%)

Full Transcript

There are a few companies that I believe people are going to look back on and say I cannot believe that they traded at these levels. But after looking at the growth, the valuation, and the risks, and I could be wrong, of course, these are the companies that I cannot help but purchase more of and continue to build up my positions in these names. After a lot of research, these are the top six stocks that I am buying right now. Starting with Robin Hood Markets, ticker symbol H O D. Robin Hood is seeing a lot of attention right now because SpaceX just recently IPOed and it has quickly surpassed Microsoft to become the fourth largest company in the world. Now, Robin Hood's revenue is very volatile and while they've been growing over time, it's not always quarter over-arter where they see a lot of that growth because just like we saw in Q1, the total amount of traffic actually decreased because Q1 just wasn't a great trading quarter. There's a lot of bearish news, war starting in Iran. It was just not a great time to be trading. But now what we've seen in April and May and even in June so far they said monthtodate it's the greatest month that we've seen on record across equities options and prediction markets. So it's really ramping up in terms of overall volume and a lot of that has been due to SpaceX specifically in June. Not to mention the overall amount of total deposits and also the fact that Enthropic and both open AAI are also going to be having record setting huge IPOs. All of this traffic is going to drive more and more retail engagement. But as people try out Robin Hood during these large IPOs, there's sticky aspects of their business. What I mean is that although they might be trading in this period of time, things like Robin Hood Gold and many of the other products that we'll talk about here in a second, people do not cancel or do not stop using even after that initial bump up in overall traffic that might have been found from SpaceX IPO or some of the other IPOs to come. Robin Hood Gold is a $5 a month subscription, but it also drives a massive increase in assets under custody, overall deposit rate, and adoption of other products like the retirement accounts. See, the Robin Hood retirement product is very sticky, meaning that people just continue to use it whether or not the market is going up or down. And we'll usually see based on this SpaceX IPO, a big jump up in a lot of their secondary products like retirements or credit cards or these sort of things even after the initial bump. Even without that initial bump, the actual trajectory of their overall users continues to put more money on the platform and people are transferring more of their overall brokerage amounts to Robin Hood because of the product difference and how much people like to use their platform over the others. And like I said, this is much more than just trading on stocks. They also have futures and event contracts and indexes that are finding new highs and continuing to grow over time. This is leading their overall business to have a rule of 40 which is a combined level of both revenue growth and adjusted IBIDA margin of roughly 100% in the last 12 months. This is way higher than what is expected for most high growth businesses. That's why they call it a rule of 40. You want to try to find a growth and margin that usually gets to about 40%. So if you're growing at 20% you better have a 20% margin. If you're growing at 30% you better have a 10% margin. But here, Robin Hood is with 42% growth rate with a 56% margin. And that's exactly what we want to see. That's allowing them to bring on real profitability, really grow in their overall amount of cash while still able to accelerate that product velocity and bring on new products that hopefully are even more revenue generating and more sticky to have people come back and use other forms of their products. like Robin Hood banking, cash is piling up and they're using that cash to buy back stock to make their EPS juiced up. So then us as investors have more of the company larger ownership that is more profitable over time. And even though they're seeing the greatest June month they've ever seen or of any month, they are actually cutting workforce by roughly 10%. And they're saying we are taking this action proactively to maintain a high performance culture, further accelerate product velocity, and remain lean and disciplined. So hopefully they don't have to spend so much knowing that they've sort of expanded their workforce so much so quickly by buying into companies like Bitstamp and Wonderfy where there's some sort of overlap in departments like human resources or accounting and these sort of things. You don't need those duplicate roles now that it's all under one parent company. For stock number two, we have Coree, ticker symbol CRWV. Coreweave is a Neocloud company that is enabling companies to come onto their servers which they have purchased from Nvidia or other chip providers to allow them to train their models or work on their AI workloads. This company has absolutely exploded. You can see revenue has gone from $980 million to next year 2 billion. More than doubling the company year-over-year. And that's looking to actually continue and in fact accelerate into the future as by next year they're expecting to go from 2 billion up to north of $5 billion growing by 143%. This acceleration is due to their revenue backlog which we'll talk about here in a second. But even better than that is their overall margin in which they're doing this. While it looks like it's actually decreasing, Wall Street has it accelerating back into the mid60 percentages going forward. But this hopefully means that this is a profitable business that they will be able to grow while producing real profit on the bottom line. Now, there's depreciation of these chips over time, which will be a major setback for their overall profitability. But as AWS and Google Cloud and Microsoft Azure has shown, cloud businesses can be one of the most profitable business lines in the entire world. Now, that revenue backlog is appearing here, where you can see that year-over-year, they've gone from $14 billion in remaining performance obligations to $98.8 billion, which is bigger than where Google was just a year ago. They're putting a ton of their money to work in capital expenditures, which just means that they're setting up even more data centers because they see that opportunity ahead. Because Meta, Enthropic, and OpenAI have agreed to multibillion dollar plus deals that will last 56 7 plus years per agreement. And that's not if they want to come back and buy even more knowing that those customers continue to show up to use their models and products. Yet, the opportunity for Coreeave lies in their valuation. Whenever looking at a price to sales, this company is trading way cheaper than their peers like Nebius. Trading at only nine times price to sales even though they continue to grow in these triple-digit rates while improving margin over time and continuing to accelerate that growth into the future. And you can see that in their backlog. Now, there is a big risk with Cororeweave and that comes within their debt. Whenever we look at this company's market cap, we see this $57 billion amount of how much you're paying for the business. But that's not the real price that you're paying. The real price you pay is in enterprise value, which includes their debt. If you were to buy this whole company, you would also be assuming their debt, which actually brings them up to about $90 billion of overall size of the business. Now, that's no joke. But it's because they want to grow faster than they're actually able to do just based on their overall cash flow. So, they're using other people's money to accelerate their practice, knowing that they have these major deals with the largest AI labs in the world that will hopefully pave the way for their overall success over time. Another thing is that Coree just joined the NASDAQ 100 index. And while that was announced on June 12th, Cororeweave doesn't actually join till June 22nd, which will be a major boost in the overall amount of people who are forced passively to invest in the company if they are invested in indexes like the QQQs. On June 22nd, they're introduced to the NASDAQ 100, but it's not till weeks after that all the hedge funds and institutions that are following the NASDAQ 100 are forcibly chosen to purchase into Coree. So, there's going to be a massive amount of new buyers here just over the next couple of weeks just because the NASDAQ chose to put them into the index. So, we have a lot of growth, passive buyers coming in, but let's not forget about that overall debt, which even after Q1 is still accelerating. Now, this is all part of their overall goal, and they've explained this away many times, talking about how it all fits into their pricing, paying off their principal, paying off the interest that they have on that debt, and then also being profitable after it. So, they're not doing this without a plan, but it is important to still keep that in mind. Now, one of the reasons why they can do this is because they are the best cloud according to semi analysis for both the performance of the overall GPUs, but also pricing. Literally the only reason why coreweave can't grow even faster is their ability to gain access to more and more capital. It's hard to find spaces to set up GPUs. It's hard to get access to GPUs and then it's also timeconuming to set that up. It can take multiple years to set up a gigawatt data center. As time goes on and they're able to accelerate the pace of which they're setting up these data centers, customers continue to choose Cororeweave based on their speed, pricing, latency, and overall performance. From their customer perspective, they're doing everything right that what people want to see. However, from an investor perspective, that debt is scaring a lot of value investors. So, they're not rushing into this name and they just prefer to buy into the names like Google, Amazon, or Microsoft that have safer businesses while still investing in the cloud space. I mean, that's true, but if you really want a full focus pure play cloud name, Cororeweave is the biggest of scale that's actually bringing up real numbers and doing everything correctly. It's not for the faint of heart and I'm willing to take on that risk. But if all else fails, I still believe that a company like Google or Amazon will step up to buy these data centers from Cororeweave because they are so good at this that there's a little bit of a fail safe on the other end if all goes wrong. For stock number three, we have Palanteer Technologies, ticker symbol PLTR. As Palanteer says, they are the technology for the true loadbearing institutions that need proper software during the most critical of times. Whether that's surgery, emergencies, utilities that are powering the United States or other countries or the US military itself. The AI models are not enough. Whenever you're in the most critical of situations, you can't have just a prediction. You need absolutes. And this is where Palunteer's systems like the Maven smart system gives their customers an advantage versus their opposition. Now whether or not this software has a critical advantage versus their competitors is hard to know because we don't have direct access to this type of technology, but you can see it in their growth rates in the way that they're doubling and tripling down their customers purchasing this software. That's what's showing you the moat. a growth rate going from 12% up to 84% in just a three-year period. An acceleration of growth on top of accelerated growth. That's what you're seeing here. This is both for government and commercial contracts. And whenever we go back to that rule of 40, we're seeing a 145% which puts them in like the top five companies of all time. They continue to grow their overall amount of customers both commercially and government. But it's the dollar retention that's the most exciting amount. This is existing customers that are doubling down on Palunteer's software. Anything above 100% means that customers are spending more with Palunteer than they did the year prior. But the fact that you're putting up nearly 150% on quarters that are happening like year-over-year was 125%. Which means they spent 25% more than they did last year and then they're spending 150% more than they did the year that they spent 25% more. This compounding growth is insanity. I've never seen anything like this in 10 years of investing. And the only thing growing faster than Palunteer is their overall revenue backlog. This revenue backlog has growth even higher than 85% at roughly 133% yearover-year. And to most growth investors surprise, this is extremely profitable. You're talking about a net profit margin just last quarter of 53.6% 6% and with no sign of slowing down, having accelerated that overall margin, even past what looked like it was slowing down between 40 and 43% only to juice up that margin growth on top of juiced up revenue growth overall to $876 million last quarter with free cash flow being extremely positive at 54.6% margins. Yet, whenever you look at this company's overall valuation, although it still is expensive, this valuation has plummeted. The company has gone from $200 plus dollars a share all the way down to in the 130s. And that's brought down their overall PE ratio and forward PE as the company has continued to accelerate past Wall Street's expectations. Overall cash has grown to $8 billion, up 47% with zero debt on the balance sheet. With nothing to spend this on, this almost assuredly is going to be given back to shareholders in forms of buybacks or dividends. And knowing all of this growth is continuing to accelerate, margins are picking up, this is exactly what investors should be looking for. For stock number four, we have Reddit Inc., ticker symbol RDDT. Reddit is a social media platform that is bringing on a lot of new users. These users are spending more time on Reddit and allowing Reddit to serve them more advertisements. This total overall advertising growth has led to 70 plus% revenue growth rates or roughly around 70% for many quarters in a row. Now, on top of previous 70 plus% growth, this has led their overall gross margin to climb up above 91.5% and for net income to accelerate past making over $200 million a quarter when just last year they made only $26 million. And while they use a lot of artificial intelligence, that artificial intelligence is not actually being a capital expense to them. They're utilizing other companies data centers and not having to do these major buildouts like other businesses. But this has allowed their free cash flow to reach new highs of nearly 47% margins, bringing in $311 million of free cash flow just in the last quarter. But there's three areas that you should be focused on if you're looking into Reddit. One is monetizing their search base. A lot of people are starting to use Reddit to look for new products and get real human reviews to know, hey, what did you guys think about this product that you had previously purchased, but also bringing those customers internationally? Reddit is now being translated in over 30 different languages, and most of their growth is coming outside of the United States now. And lastly, it's the human aspect of Reddit that's quite exciting. While AI continues to grow, humans are going to want to try to find other humans to get their reviews of products or services or just overall what's going on in the world. This is where Reddit really specializes. Not every answer will be answered by Chat GPT or Enthropic. Many people want to know what actually humans have to say about certain outcomes. Whether or not you agree with this approach, this has led to a large boom in Reddit's overall business, leading to more overall users, which of course is translating to better profitability as they continue to do things like partner with Shopify or starting to use artificial intelligence to help increase conversions. This is leading to more and more revenue and profitability for Reddit. If you take a look at their average revenue per user, this has gone over just the last couple of years from $2.42 42 cents for US consumers all the way up to 9 plus dollars per user or on an international base from 46 cents up to $2. That's more than a 5x or between a four to 5x but anyway rule of 40 as I said only the best of businesses hold up 100 plus% rule of 40s and Reddit is in that space all while the business continues to accelerate their overall cash to the highest levels that they've ever had while debt remains to a level that would be almost nent if they just paid it all off. wouldn't even make a dent in their cash pile. The most exciting part about Reddit is that they continue to dominate on their overall amount of revenue surprises and EPS surprises verse what Wall Street is expecting. Meaning that this company can have major bumps up whenever earnings are announced because Wall Street has no clue how much money that they're actually going to bring on the platform. We have to remind ourselves that this is where money is made in investing is in the alpha. meaning that if you can see something that everyone else can't, there potentially needs to be a rerating in those stocks and the stock price goes up way higher. That usually happens fundamentally whenever you end up bringing on way more revenue or way more earnings than companies and institutions have originally expected. That's what Reddit is doing. And just like Palanteer, while this isn't traditionally cheap, it is cheap for Reddit in general versus their peers or their own valuation, this company is looking extremely cheap with a forward- free cash flow ratio of only 22 times. For stock number five, we have Alphabet or more commonly known as Google, ticker symbol G O L. Google is a very diversified, extremely large business as many of you know with Google search, YouTube, Google network revenue, subscriptions, platforms and devices whether that's pixel or Google one or many of the other Gemini products. But the main thing that I wanted to talk about today is Google cloud which falls under a similar business as to what core is doing. But they do also have other bets revenue which is extremely small but the opportunity is very very big. Many of their side businesses here like YouTube or Google Cloud or many of their subscriptions, platforms, and devices used to be considered other revenue until they got so big that they had to break it out into their own segments. That's the hope here. Whether that's Quantum, XR glasses, drones, all of these additional businesses. But even their overall biggest business line, which is Google Search, is actually accelerating growth rates to levels that we haven't seen in quarters, if not years, right? 19 plus% bringing on $60 billion of revenue just from Google search. But the most important or most interesting part for me is Google Cloud growing to an insane 63% bringing on not $2 billion like Coreweave but $20 billion. They are doing this extremely profitably bringing on over 32% operating margins at nearly $6.6 billion of overall operating profit. And like I said with Cororeweave getting to a level that's actually bigger than Google was one year ago. Google is nowhere near this anymore. They've also skyrocketed in their overall backlog going from 92 billion yearover-year to now 467 billion. If we thought 63% year-over-year growth was big, imagine a backlog that's now at 46% year-over-year growth. And even with all that backlog and all the expenses that they need in order to bring those customers online, the same way that Cororee needs to spend all of this, their margin continues to climb because they have other businesses that are just almost pure profit like Google Search. This overall gross margin has climbed up to 62% bringing on 68 billion of gross profit while bringing up their consolidated net income with a big increase in margin. We'll talk about that here in a second, but of $62 billion of net income profitability. Now, partially this is due because $ 37 billion of those dollars came from nonoperating income. And you're going to see a big big increase next quarter. As people don't realize, Google has a major major stake in SpaceX. So, as SpaceX has climbed up to this almost $3 trillion valuation, Google's earnings on that overall initial investment, buying almost like I think 7% of SpaceX at the time, will have been something along the lines of a 3 to 400x on their initial investment. This rerating of almost $37 billion is just the start of their overall earnings. A marktomarket gain is what it's called. But essentially their own investment portfolio is growing from investing in companies like Anthropic owning 14% of that company and SpaceX owning roughly 6% of that business as well. The craziest part to me though going back to Google's business is even though they're generating roughly $45 billion in cash from operating activities, this is still not enough for them as they continue to build out their cloud business which is accelerating in the rate in which they're spending. Now over 107% more capital expenditures than last year. $35 billion last quarter in new data centers which is only bringing that free cash flow. So turning that cash from operations to free cash flow only down to $10 billion. This is not enough for them as they actually just raised $85 billion to accelerate their overall buildout for things like Gemini and their overall cloud business. They need to accelerate past that 63% growth in cloud and take as much advantage the same way that Coreweave is doing. Trying to capture that 400% growth in their overall backlog. Although Google is large, they still have a rule of 40 of roughly 63.7% looks like it's going to continue to accelerate and this is extremely good for Google investors going forward. Now for stock number six, we have Meta Platforms, ticker symbol MEA. Meta is a very interesting name. Obviously, most people know this. This is Facebook, Instagram, WhatsApp, the entire large stream of social media platforms that has actually starting to accelerate revenue to now 33% overall, bringing in 56 billion of overall revenue. Translating that to net income, we're seeing 47.5% margins, bringing in 26 billion of profitability. Now, many people are selling this company because they ended up showing their first in a very long time a decrease quarter over quarter ever so slightly in their overall amount of daily active users. But they said this slight quarter overquarter decline in daily active people in the first quarter of 2026 was driven by an internet disruptions in Iran as well as a restriction of access to WhatsApp in Russia. Well, Iran has now since turned on their internet again. People are getting access to Facebook and Instagram and all of these apps once again. And so we should see a reaceleration of new people coming onto the platform. They've also just recently announced that they now have over 500 million monthly active users on a new app called Threads. So they're continuing to expand into new platforms, new monetization, bring on new users, and these small sort of disruptions globally are starting to look a little bit more favorable for Meta going forward. But even with that going on, we still see an acceleration of the amount of overall ad impressions that they see and then the amount that they're charging for those ads because conversion continues to climb up over time. Just like Google and Coree, they're spending a ton of money building out data centers because they believe in this AI future. Just like having that major deal that they had with Cororeweave, spending north of $21 billion with them. Yet, that hasn't stopped them from being cash flow positive, bringing in over $13 billion in free cash flow, which mind you, they're also looking to raise a ton of money, just like Google has. But they want to do this to try to take advantage of what everyone is seeing in the AI market, offering subscriptions to highMP products. Whether that is for business agents to help with advertising to reach new customers, they want to build out a full suite of AI products for both consumers and businesses. Yet, this company is trading at historic levels of only 20 times price to earnings where even companies like Palunteer were doing like 147 times. This is 20 times. And then on a forward basis, we're looking at only 17 times priceto forward earnings. in the future products that they're designing, whether it's forms to go after Reddit, threads to go after X, meta glasses with screens on the actual things to go after Apple or VR goggles or any of these things. There's so many new business lines that we don't know which ones are going to work or not work. But it's this same business culture and the same founder that has led us to create a business that is generating over 56 billion in revenue per quarter. All of these are fantastic businesses. Whether you're buying the smaller names or the mega large tech names of this list, I think that all of these companies are going to outperform the S&P 500. Whether or not Coreeave might implode or something like this, it's either going to go zero or way, way higher than where we are today and be one of the greatest winners of this list. So, it depends on your risk tolerance, but let me know where you guys sit on this list down in the comments down below. Also, let me know which names I missed. Until next time, thank you all so much for watching. really do appreciate your time and bye for