Top 7 Stocks to BUY NOW (High Growth Stocks)

So, this is my actual stock portfolio. And in this video, I'll be walking through the top seven stocks to buy now. Each focusing on a different technology trend driving value in the market today. Because when it comes to picking great stocks, it's important to understand a company's products and not just their numbers. $10,000 into AMD 4 years ago would now be worth $85,000. And $10,000 into Palunteer just 3 years ago would now be worth $150,000. And that kind of massive growth happens when a company has the perfect product in a quickly growing market before that market appears. So, let's get into it and start by putting my money where my mouth is by showing my actual stock portfolio and not just the iPad. So, over the past month, my portfolio is up a little bit, about 3%. But in just the past week, it has actually dropped by $18,000. And if we zoom out even more, we can see just how volatile the market, especially in technology, has been. It really feels like the market has been all over the place recently with some AI companies worth trillions despite making no profits and other companies producing billions of dollars and yet getting historically low valuations. So, let's look at the stocks that might play well in the current market rotation where investors seem to be moving money from some more highly valued sectors and into some cheaper sectors that may offer better value. So, a lot of chip stocks have been down over the last week or two, and it seems like a lot of the spending wave has kind of crested past the chip stocks. And even though they're still growing, they're not growing as fast as before. But now that we've seen literally hundreds of billions of dollars poured into these chips, the next steps are for these big tech companies to install them in data centers and then figure out how to power them, which is where this first technology trend comes in. So, we'll start with nuclear power stocks before moving on to some other areas of the market. So, our first stock is actually moving in a different direction from the AI chip stocks, increasing in value by 7.4% in the past week. And this is a stock that has two key catalysts in the near future that could cause its price to rise, as well as one big risk that investors should watch for. But first, why are we even looking at nuclear energy stocks? This is a chart of the US's energy usage over time. You can see that it goes through these long 20 to 50 year cycles where different forms of electricity really dominate. So in the 1850s it was mostly from burning coal. Then coal passed it here and held on until 1950 where petroleum and natural gas took over. And all the way to the right we can see where nuclear power and renewables have overtaken coal in importance. And our first stock constellation energy plays in both areas, both renewables and natural gas. and they are the leader in nuclear energy production. So, Constellation Energy is the biggest nuclear power provider in the US, but more recently after acquiring Kalpine, they are also one of the biggest natural gas providers in the country. This is important because it sets them up to take advantage of the increased spending we may soon see in energy both today as well as in the future. And let me explain what I mean. So, it all starts with energy demand. I saw this comment on a recent video about AI's growth. And I think this sentiment is common to a lot of people. AI can't keep down its current path because there is literally not enough energy available to power all these data centers. We don't have infinite coal or infinite energy density for wind or solar power for these massive data centers. We need a ton of power in a very small space which is a bottleneck. And if you've watched these videos, bottlenecks are where I love to invest. This is a chart of the average price in electricity per kilowatt hour in an average US city. And as you can see, it's had a huge runup since 2020. Part of this recently has to do with oil prices, but a big part of it is just energy demand in general. And this has a big effect on the economy. This is the consumer price index for electricity since the 1950s. And this metric is a core part of what determines the inflation numbers that we see every quarter. The big question though is where is all this new energy going to come from? And one area we've seen a ton of investment is in renewable energy because companies like Microsoft and Meta that are building these huge data centers prefer to use carbon-f free energy. It's just where the demand is in the market right now. And if we look at the top 10 cleanest operating utilities in the US, as of 2025, Constellation Energy produced 88.6% clean energy. And the scale of their operation is just so large that this makes them the biggest carbon-f free provider of energy in the country. And as we've talked about, this is why companies like Meta are signing these 20-year multi-billion dollar deals with Constellation Energy to try to lock in power now for their future growth. Which takes us to the first catalyst for Constellation Energy. There's only two things that make a stock price go up. One, the company makes more money. or two, the market starts valuing them higher per dollar of profit, which is called rerating. And in the company's most recent earnings, they beat the estimates that analysts expected while forecasting 20 plus% growth through 2029. And this is a company that has a PE ratio of only 23.8. So roughly in line with the broader S&P 500 despite growing way faster than the rest of the market. And the business case is pretty simple here. Basically, all these AI companies have money that they need to invest somewhere. And so, they're pouring it into these big contracts with Constellation Energy. And Constellation Energy is taking this AI funny money and investing it into hard assets. They're actually building these plants, which means the money from AI is being used today and put into the ground, which should produce dividends for the next 20, 30, and 40 years. So, that's the first reason I like this company. Their future earnings looks really good compared to their current price. And the second reason I like this company is a potential rerating of the value of nuclear companies, mainly driven by regulatory changes. Not surprising, nuclear energy is heavily regulated in the United States. Traditionally, this commission's job is to make sure that nuclear power is built as safely as possible with tons of regulations in place. But a recent executive order from the current administration changes the approach. Now, one of their key policies is to reestablish the United States as a global leader in nuclear energy and not just regulate, but facilitate the deployment of new nuclear reactors. So, now they're not just capping nuclear energy and making sure it stays safe. They also have the job of helping to push it forward as well. And it seems likely that this will stimulate the nuclear industry in the United States. I mean, here's a list of all the current projects that are underway, many of them for the big tech companies, with the largest deal that's currently under construction belonging to Constellation Energy. Now, realistically, increasing energy demand will be fed from a lot of different areas. You'll get it from natural gas in the short term, and you will also see it from other renewable sources, but Amazon actually organized an internal study with their global energy strategy team. And Business Insider found this internal Amazon document which said that team has strong conviction that nuclear power is the most economical and credible path to scale carbon-f free energy to meet the next decade's rapid capacity growth. So one of the biggest tech companies in the world is betting actively on this area. And as we've seen the other big tech companies are signing multi-billion dollar contracts here. And so if that causes the market to re-evaluate nuclear and start to value them more based on their future growth, we could see stock prices rise relatively quickly. That being said, there is one big risk here. So this actually ties in with a story from my own life. I studied chemical engineering in college, and one of the classes we took was focused on energy in general. This was before I pivoted into software, but basically everybody in the class and everything we looked at showed that nuclear energy was realistically the best form of renewable energy to continue to scale what we have so far. This was before I pivoted into software. But basically, no matter what way you looked at it at the time, nuclear energy was one of the best forms of energy. Deaths per terowatt hour of energy puts nuclear as one of the safest areas and actually safer than hydropower or wind. And of course, way safer than things like coal or oil. I guess cuz people get into car crashes driving wind turbines or something. I don't know exactly, but if you look at the actual data, nuclear energy is incredibly safe and incredibly efficient. But if we look at a chart of the US's nuclear capacity or even Europe since then, it's actually declined. The only growth has really come out of China. And so nuclear is just one of those technologies where it's really hard to predict what the timeline looks out for when buildouts will actually happen. And this is an investment that may not even pay off for 10 or 15 years down the line. So, let's take a look at the second nuclear stock on our list and then we'll move on to some other areas of the market that look like they may have some more short-term potential. So, Constellation Energy is my top nuclear pick. But if you don't want to pick one winner in the nuclear space, another option is the VANC Uranium and Nuclear ETF, ticker symbol NLR. This is an ETF that's designed to exactly match the MVIS Global Uranium and Nuclear Energy Index. And while there aren't a ton of great nuclear energy ETFs, this, for example, has an expense ratio of 0.5, which is way higher than you would see for like a Vanguard index fund, this is a way to play the long-term growth of nuclear power without betting on a specific company. Now, there are some important things to know for anyone considering investing in this ETF. First off, the ETF has had fairly strong returns, but a big part of that is because it's way more risky. It's a classic balance of risk versus reward, and this one falls squarely in the risky side. I would not make this a core holding like in S&P 500 index fund. This is a targeted bet on the future of nuclear energy. And if we look at the holdings here, around half of the allocation is in the United States while the rest is spread internationally. And if we look at the top 10 stocks in this ETF, the number one holding is Constellation Energy at nearly 10% of assets. So personally, I would either buy this or Constellation Energy. If you buy both, you're kind of getting overconentrated in just that one stock. But I like both stocks as a bet that nuclear energy demand will continue to grow, especially as AI continues to advance. But one thing that's crazy about what's happening in AI is how quickly it is still advancing. Do you remember when OpenClaw came out? It was basically one guy who built this AI agent that could interact with anything on the internet. So, you had emails, websites, one person even connected it to his smartphone to control things like the lights or closing his window shades. But now, you don't even need to be technical to use tools like this, which is crazy. Skywork AI has created a zero config setup that gives you all the abilities of OpenClaw running in their cloud, and they've reached out to sponsor this video. So, let me show you what this app can do. So, I'll first prompt it to research nuclear energy stocks, build a presentation, a spreadsheet comparison, and then a website, all in parallel using Skywork's built-in skills. So, the agent goes ahead and creates a plan. Then, it spins up other specialized agents to accomplish its goal with no interference from me. For anything that needs a computer, it even spins up a cloud desktop to work in. Once the research is done, it now uses its multi-threaded fan out approach to build all the outputs in parallel and it'll schedule an automatic refresh to update this data every morning. This would be a task that would be extremely difficult without this tool cuz it's combining Skywork's own skills with OpenClaw and all the latest flagship models that can produce outputs like this. So, let's take a look at what it produced. First off, it created an Excel spreadsheet that includes all the research information that I would typically pull up for a company like this. And then it turned all of that into a custom website just for this one prompt. So, it produced this website basically researching all the stocks in the nuclear energy industry. It gave Constellation Energy the top score, which I did not prompt it to do. But let's read some more details. We can see that it expects 420 gawatts of demand. And if we click this, it will actually show us the exact source that is coming from. So, like the research quality is going to match what you would expect from an AI model, but what I really like about this is one, it formats it in a much more human readable way. And second, it's not just giving me a recommendation, it's actually pulling in the specific information that I would want to know along with the sources behind that information. So, it just slices the data in a lot of different ways and then we can go in and make sure these numbers are actually right because again, you can't have AI do your investing for you. But, it can be a really powerful tool. So, I have seen companies pay literally a $100,000 to produce research reports like this. And you can do it all for the price of a Skywork subscription. Skywork can also replace your Canva or Gamma subscriptions, which would save you what around $500 right off the bat. So, click the link in the description to try Skywork for free. And if you sign up for an annual plan, you can use code fintech for 20% off. Just make sure to use that link below to get that 20% off the annual plan. So, thank you Skywork for sponsoring this video and supporting the channel. I can only make videos like this with the support of our sponsors. But let's now move on to two stocks that look undervalued at today's prices, meaning they may have the most short-term potential to rise from here. So, our next stock has seen its price drop over 50% in the past year, bringing it to a PE ratio of 19.5, which is below the average of the S&P 500 and way below the average of its pure companies in big tech. So stock number five is Oracle and I wanted to figure out why is the stock price dropping so much and is it a good value at today's prices. So I took a look into their products especially the amount they have been investing into their cloud infrastructure and then we'll take a look at what the company's earnings looks like to see is this stock price likely to rise from here as well as the biggest risk that we'll need to watch for if we invest in this stock. So Oracle is one of the biggest tech companies on the planet and like other big tech they make most of their revenue from cloud infrastructure, cloud applications and software and they also work with other enterprises and industries to help them run their companies on top of Oracle's IT infrastructure. So recently Oracle like all the big tech companies has been aggressively investing in data centers especially for AI usage. In April the company announced $16 billion in financing to help get their latest data center over the line. And this is in line with the kind of spending we've been seeing in the space. This is a chart of big tech spending up through 2025. And we can see Oracle here with $13 billion in spending, still below the big four, Meta, Alphabet, Microsoft, and Amazon. And these companies have spent way more in 2026. In fact, Google's recent AI spending spree has actually turned the company cash flow negative. They were actually losing money because they've been investing so much money into building out their new data centers. And this has caused Google's stock price to drop. So it makes sense that Oracle is seeing some of the same things. But this is a chart that kind of blew my mind with the scale of spending here. This is a chart of the major infrastructure projects in the US. How much we've invested in the latest technology throughout the years. It starts in the 1930s with public works like the Golden Gate Bridge and the Hoover Dam. Spending increased in the 40s with the Manhattan project, the rollout of electricities and wires, the Apollo project, interstate highways. The biggest spending up until now was in broadband, which cost around 1% of the nation's GDP. Just in 2025, technology company capital expenditures was nearly 2% of the entire US's GDP, which for context is almost as much as the entire infrastructure spending for the 20th century, happening in one year. So along with this spending, Oracle announced that they were laying off 21,000 people while continuing to invest in these data centers. And they admitted in their most recent earnings that their current splurge on AI data centers was a risk. Yes, they are building out the cloud to meet current demand, but if that demand slows down, that is a risk to the company that may not pay off long term. Investors weren't super happy about that, and so Oracle saw their worst ever week since the 2001.com crash with the company's stock falling 19% and the price declining over 60% from their peak. So, they've made this huge bet on AI spending. They're now $130 billion in debt and they lost $24 billion in free cash flow and the market clearly punished them for that. They dropped the value of the stock. But there are some reasons why I think the stock price could rebound from here. Number one comes in the company's most recent earnings. They saw the remaining performance obligations grow $85 billion in just the most recent quarter. These are basically like soft contracts that companies will pay for their services in the future, but they're not locked in. At the same time, the company saw their revenues grow 21% year-over-year with their cloud revenue specifically up 39% year-over-year. So, the business itself is actually looking fairly healthy. And if we look at the company's valuation relative to their peers, they're currently about 30% cheaper than other big tech companies. And by pretty much any valuation metric you can look at, the stock is cheap right now. And so even if the company just reverts to the mean and matches their peers, that's a 30% rise in the price. But there are some risks here. If we look at the company's Petroski Fcore, which is a way to see how stable the business is, the company's sitting at a fairly reasonable level around average with one of the big areas pulling them down being the amount of debt that they've been raising. But the profits and cash, the core parts of the business look pretty good. The biggest risk to me comes from their gearing ratio, which is a measure of how much debt a company has compared to its owner's money. Anything over 100% is usually considered fairly risky. Right now, Oracle is sitting at a net gearing percent of 247%. Which means this company is in a place where investors need to be cautious about the risk of bankruptcy. They're still in a relatively safe spot, but we can see why the stock is being traded at a discount right now. So, the bet is essentially if you believe the company is unlikely to go bankrupt, well, they're at a pretty good price and they may see an up to 30% rise from here. But if you think the company is overleveraged and they have a decent chance of going under completely or needing to issue more shares and diluting shareholders, well, then you probably don't want to hold the stock. But this is currently one of the cheapest ways to invest in big tech in the market. Now, that said, if you own an S&P 500 index fund like I do, in fact, I put the majority of my money into passive index funds in my 401k, which doesn't show up in videos like this, but if you own a fund like that, you probably already own a decent amount of Oracle, given that the S&P is now more concentrated than ever in the big tech stocks. So, this next value stock is a way to diversify away from the huge trillion dollar tech companies that are dominating the market by investing in smaller companies while diversifying the risk. So, historically, investing in the S&P 500 would return around 10% compounded per year over a long time period. But that isn't a guaranteed return. That's just an average. In 2025, we fell roughly within that range. And in 2026, analysts were expecting roughly 12% returns. But like most things, it falls under a distribution with some years seeing huge losses and some years seeing incredible rises. Not every year is the same, and sometimes you can actually find a better value outside the S&P 500 in small or midcap stocks. This is the chart of the performance of three different types of companies. Large cap stocks with huge hundred billion valuations, midcap stocks, and small cap stocks. And as you can see, large caps actually performed worse overall. If you had invested $100 into each of these three categories from 1989 through 2024, large caps would have returned about $1,700, while mid and small caps averaged over $3 and $2,000, respectively. But there was a price for that performance, higher volatility. Small cap stocks tended to bounce around a lot as they moved up. And so if you were closer to retirement, it could be really risky to buy these because you might happen to retire on a down year. And so there was basically a trade-off. Small and midcap stocks in general were cheaper than large caps, but they were also considered more risky because they were more volatile. But that is starting to change. This is a chart of the total value of large cap versus small cap stocks. And as you can see, it's been rising over the past decade. In fact, the market value of large cap stocks is now higher than it's been since the years after the dot bubble. It's even higher than in 2008. And sorry, the lighting is changing. this huge thunderstorm just came out outside, so it's like taking away all the sunlight. But we've recently seen a change in how companies actually enter the S&P 500. It used to be most companies would start private, they would go public, and then they would grow over time. But today, we're seeing multi-trillion dollar companies basically drop into these biggest indexes, going straight from a private company to a massive large cap stock. We saw SpaceX go public with over a trillion dollar valuation in 2026. And a few years ago, we saw the same thing with Saudi Aramco. And this has really changed the math on investing in these large versus small cap companies. This is a chart of the relative volatility between small and large caps. So we can see in 2020, small cap stocks were way more volatile than large cap stocks. But in 2026, that has actually reversed. And right now, these larger companies are actually more volatile than investing in smaller companies. So they're more expensive and they're more risky at today's prices. Which is why the next stock on my list is VSAX, the Vanguard Small Cap Value Index. This has returned 16.4% year-to date, and it is made up of small cap US value stocks, stocks that look temporarily undervalued by investors. And because this is mainly made up of smaller companies, it's considered much more aggressive and risky long-term. But it gives you exposure to all the biggest industries in the United States while also giving you way more diversification away from just the multi-trillion dollar AI and tech stocks right now. It's always good to diversify and the small cap market just looks like a pretty good deal at today's prices. But next, let's look at the best performing fintech stock in my portfolio. And at the end of the video, I'll also share my entire stock portfolio, including the companies I didn't have time to cover today. And we'll see if this storm clears up in the next couple minutes. Well, I couldn't get a very good shot of the rain, so we'll just play the lighting by ear on this one. So, this next stock is a Brazilian fintech that is absolutely taking over the Latin American market, is growing like crazy, and yet is being valued as if they were just a normal fintech. So stock number three is New Holdings, also called New Bank. And the company is actually down around 22% off their peak, but the stock price is up 15% in the past year. So I want to take a look at what Newbank actually does and why they are growing so quickly, what their strategy is to continue growing from here, and then we'll look at their earnings as well as the biggest risks facing this company. So, New Bank is a true super app, which is a lot more common outside the US, but they offer services ranging from an investing app to checking accounts to credit cards to even offering personal loans and business accounts. And a recent survey in July 2026 showed that New Bank is the leading Brazilian financial institution with 31.5 million people banking with the company. This means around 20% of Brazil's entire population, which is a big country, is currently using this company. And this is part of a much longer trend with the company massively growing their base of customers every single year and also monetizing that base more and more effectively over time. In fact, the company has now reached the scale where they've actually partnered with Amazon to work on custom checkout experiences for Amazon's customers, with Amazon even offering more credit specifically to New Bank's customers. I've been investing in this company for several years at this point, and it's hard to overstate how much this company has grown. They've technically grown their net income at 84% compounded over the past 5 years, going from negative $45 million to $871 million in their most recent quarter. But let's take a look at what New Bank's strategy is going forward and how their stock price could substantially rise from here. This is a map of the entire market that New Bank thinks they can compete in. They show how in Brazil they think they have around 7% of the gross profit market share, but the biggest opportunity is outside Brazil. This is a chart of the unbanked population in Latin America as of 2021. At the time in Brazil, it was around 16%, but countries like Argentina, Peru, and Colombia had way higher percentages. And this is a chart showing the same thing with Mexico currently sitting at 50% unbanked, meaning they don't have a primary financial institution or they do most of their transactions in cash. This is a huge opportunity and New Bank is really focusing on it. They've been investing heavily into the Mexico market and this is less than 1% of the potential market here and this has caused the company to grow from 2.1 million Mexico customers in 2022 to 15 million in 2026. And they've increased their average revenue per customer from $65 to $12.4 in that same time. And some big news in July 2026, their Mexico branch has received authorization to begin operations as a bank, meaning they're not just a fintech company. They are now going to be the largest digital bank in the entire country. So they have the right products and they're entering the right market and they seem to be performing really well in that market. But despite all of this, if we look at this company's valuation on both a PE ratio or a price to sales ratio, the company's stock price is basically in line with other fintech companies in their industry, despite the fact that the company is growing their income so rapidly every single quarter and even reacelerating their net income growth in 2026. So, the company has a lot going for it, but the market doesn't seem to be valuing them as a fast growing fintech. It's almost valuing them as a traditional finance company, which to me looks like a pretty good opportunity, but there are still some risks here. The biggest risk being competition. This is a list of all the banking and fintech apps in Latin America ranked by user satisfaction. And New Bank performs pretty well. They're sitting near the top of the charts. But the sheer number of companies that have now popped up as Latin America is starting to move into digital banking means that competition is only going to go up from here, especially as new bank gets bigger and starts to compete with bigger and bigger companies. The other big risk here, this company is based in Brazil. So anything that happens in the local economy could affect the stock price, exchange rates, or even just international politics. All of those come into play here. And so a company like this will likely never trade at quite the same valuation as an equivalent US fintech stock. I still think there's some pretty good value there, which is why I currently own 1300 shares in this company. And that is currently worth $20,000, up around 50% from where I first bought in. But I've held this company for years. For this next stock, I've had requests to look at some more under the radar, more moonshotty companies. So we'll do that for this next company. And then after that, we'll look at my favorite cyber security stock in the market today. So, stock number two in our countdown sits in an industry that has seen a huge sell-off in 2026 with many of these companies down well over 50 or even 60% for the year. And this is despite this industry seeing vastly improving earnings over the past year. So, it's basically a category of stocks where investors got well ahead of themselves, got burned, and now I think a lot of investors are getting burned again because they've gotten scared out of an industry that actually looks reasonable to invest in at today's prices. But we do still have to be aware of the risks. And look, the sun's finally back out. So, our next stock is Centric Energy, ticker symbol L EU. And this is another nuclear energy company, but they come at it from a very different direction from Constellation Energy. So, there's different kinds of nuclear reactors and one type is called an SMR or small modular reactor. This is a relatively new type of reactor and the idea here is that if you're setting something up like an AI data center, you're not going to build an entire nuclear power plant, but you might be able to set up an SMR just to power your local operation. Centress Energy specializes in nuclear fuel for these types of reactors, specifically Haleu or high assay lowenriched uranium, which is basically a specific type of enriched fuel required for these types of reactors. But what's important here is that CentricS is currently the only US-based company capable of producing this type of fuel, meaning they have a borderline monopoly on the space. Now you may remember sort of back in late 2025 stocks like Oaklo were shooting up in price and these are the companies actually setting up those nuclear reactors but Centric Energy has a borderline monopoly on the fuel for these reactors and they have not seen quite the same runup in price yet especially after the recent sell-off. So let's take a look at the thesis behind this industry as well as why I like this stock in particular and then we'll look at the biggest risks here. So this is a chart of the countries that produce the most uranium. As you can see, the US has basically been tapering off its production, and it nearly shut all of it down back in 2020, but now it is starting to reverse direction and increase that again. Back in the 1980s, most of the US's uranium came from domestic production, but now it's almost entirely imports. In fact, this chart shows that only 27% of the US's uranium comes domestically. A big chunk of it comes from Russia, which is obviously not something that the US wants to keep going forward strategically. And so because of this, the current US administration planned to invest $2.7 billion dollars in restoring uranium enrichment in the US. And a big beneficiary of this and a focus of the Department of Energy are building these small modular reactors that can be spun up a lot more quickly. They basically help solve some of the timeline problems that we talked about with Constellation Energy. And this isn't all just talk. Centrist recently signed a contract with the Department of Energy for a $900 million award, which if they meet all the requirements down the line, could be valued at over $1 billion in total. So, the company is positioned pretty well strategically, which is why I like this company as a potential moonshot. But the value does not make this a screaming deal. Right now, the company is listed as slightly overvalued, but ultimately for a company like this that is only producing around $76 million in revenue and has about $2 billion of cash on the sheet, ultimately what is going to matter is how well they can execute and gain new contracts in the future. The stock price is almost entirely based on how well they do in the future. But the company has reached a pretty important milestone recently. They were recently invited to join the S&P Small Cap 600 index. And so with a lot of the very bullish language around the Department of Energy investing aggressively into American nuclear energy, that kind of kicked off this whole feeding frenzy in 2025 with people buying up these stocks. But I think that after the recent sell-off and improving earnings and even more focus on reinvesting into this area, especially from the federal government, these stocks look like a much better value today than they ever have in the past. That being said, there is one big risk here, which is basically the size of this company. This is currently a $3.5 billion stock, and it is operating in a niche within a niche. This is not what I would call a core holding, but this is a stock that I think is worth adding to your watch list, which ultimately is all that I can really promise on this channel. I always want to make sure that every stock is worth your time, but not every stock is going to be worth investing in for everybody's portfolio. But let's move on now to my number one stock holding which is also operating in what I see as the most important investing trend of this decade, cyber security. So you may have seen some of these headlines around what AI is doing to cyber security right now. Open AAI recently revealed that they accidentally hacked the firm Hugging Face for an entire week before they even realized it was happening. Anthropic made a ton of headlines when their Mythos AI tool famously revealed tons of cyber security vulnerabilities in major companies software including Microsoft. And a recent research report from WatchGuard Technologies found that a lot of employees are using AI in unsafe ways which are raising the risk of cyber security breaches in the future. And so all of this is leading to a lot of companies investing more aggressively into their cyber security tools. And one of the biggest winners in this space, I expect, is going to be CrowdStrike, who has seen their stock price rise 184% over the past 5 years and offers one of the most unified cloud security platforms on the entire planet as one of the first cloudnative cyber security companies. This is not a company that slapped AI onto their name after Chat GPT came out. This is a company that has been using traditional machine learning and AI techniques to lead in cyber security for a very long time. And this is one of the reasons that this is the seventh year in a row that they have been the leader in the Gartner Magic Quadrant for endpoint protection. So they're a leader in the space and they have some really strong tailwinds behind them. Both PaloAlto and Crowdstrike both showed their best quarter ever as AI threats push cyber security demand. Crowdstrike CEO even called out that AI security spheres are going to become an even bigger tailwind in the coming quarters. And the numbers seem to back this up. The company's annual recurring revenue hit $5 a.5 billion dollars, up 24% year-over-year, with their operating income growing even faster, up 62% year-over-year. So, they're both gaining more customers and making more money per customer, putting them in a very healthy F-score as well as Zcore, low risk of bankruptcy. The biggest risk with this company is the same as it always has been, valuation. The company is currently listed at 35% overvalued by investing.com. Though a large part of this is the company is just growing so much quicker than the rest of the industry. And so of course they're going to have a premium valuation. So I promised I would share my full portfolio at the end of the video, but first I'm going to link this report that Skywork AI generated in the description if you want to check it out and see if it looks like it might be a useful tool. But as promised, here is my full stock portfolio, including the stocks I didn't have time to cover today. And I also post daily content over on Instagram, realfint. Follow me there for daily stock breakdowns and alerts whenever companies release earnings. And if you liked this video, YouTube's algorithm has picked this one specifically for you. It is different for every person watching this.