5 Stocks I'm Buying for the Second Half of 2026. Here's Why

Hey everyone and welcome back to another video for you today. In today's video, we're going to talk about some names, some companies that are high on my uh buy list for the second half of this year. Now, some of these names I've already added over the past couple of weeks and months. Some others are high up there for what I'm buying up next. Now, of course, these are names that I own in my portfolio. These are not new positions because, as you know, sometimes the best opportunities are already in your portfolio. Now of course this year all in all it's been a very very good year for the stock market. Of course if you had only SAS names in your portfolio or crypto you would have been underperforming. Although crypto more recently over the past two days or so it has got a huge pump. I think Bitcoin is back above $75,000 which also means every other name out there that is a little bit connected to crypto like a Robin Hood like a Coinbase even so far although there's not much crypto happening there just a sentiment thing these names have started to go back up I think Robin Hood right now is closer to $100 per share actually right now on Friday we can see we are having quite a good day across the board is up 2.4% 4%, Oracle 3.5, Tesla is up 1.4 or 1% or so. Nvidia is the one that's flat. Nvidia is really one where honestly this one has been a bit disrespected. Although next week is the earnings report. I do believe we're going to see a big move afterwards. We also have reporting next week. We will also have Oracle report maybe the week after that or maybe also next week. And so right now when I'm looking at certain positions, it's all about what I already own in my portfolio, how big that position is and at what price would I like to buy more. This is something that many of you asked in the comment section or during the live streams. Is this name a good buy at that price or when should we think about adding to that name? And so I'll try to explain my way of looking at it. Of course, it's it's something that works for me. might not be something that works for you. Therefore, different situations. Do you have a lot of cash? You don't have a lot of cash. It's completely different. Can you sell puts? Can you sell cover calls? All different strategies. It really depends on what works best for you. Now, for me, the strategy has of course evolved over time. Previously, options were not really part of the strategy. Now, they are. You have a big position, you own a ton of shares, you might want to collect a premium, you sell covered calls. Of course, the goal here is to never really give away your shares. So, you can roll them up and out or maybe just roll them up same date. That's up to you. You have to see which names you own. Is the implied volatility quite high? Is the premium quite good? All of that you have to take into consideration. Then is there a name that you like or would like to buy at a much lower price? If that's something you'd like to do, let's take a Nebuse for example. I own quite a lot of Nebus. But if we see Nebus closer to 100, I believe it's $120 by December. Then yes, I'll buy more. So you sell a put on that. We can sell multiple puts, but one is enough. Remember, one contract is 100 shares. So you need to put some collateral on the side. If you have a margin account, that is fine as well. And so if it goes back under, you get to buy more shares at a lower price. You collected a very nice premium already today that lands in your cash account that you can do whatever you want with it. Of course, be ready to buy the shares if they drop or be ready to roll them down. Now one name that of course we have been looking at very closely more recently it's one of my recent position that's of course is Reddit. Now Reddit is a company you can clearly see it's a stock that is under pressure right now facing a 41% pullback from the highs of this year. It's down 37.5% year to date. It's a company worth just under $30 billion trailing PE 35.2 two times forward 125 with a PEG ratio of6 profitability wise margin all very good. Now the thing here with a Reddit is one we have completely erased all of the gains from the S&P inclusion that's completely gone. So if you wanted to add more but suddenly you got hit with that news and the stock pumped to go back to what was it close to I think $180 or so. Yeah, close to it. Well, now you have the opportunity to buy it lower yet again. Now, the thing here with a Reddit is it's not a problem of growth because as we can clearly see right here and of course all of this is available to you on fiscal.ai. There's a link down in the description and in the pin comment, you'll get 15% off if you use my link and new users will get two weeks of fiscal pro for free. So again, thank you all for trying it out. I hope it's extremely helpful in your investing journey. Now, you can clearly see that the growth rates are great for Reddit. Revenue growth, operating profit up and to the right, free cash flow up and to the right. Capex is not really an issue right here. So, we can remove that. SBC is a little bit high, but then again, it is coming down. So, for revenue growth, for example, it's 53.5% year-over-year growth in this fiscal year, 31.4 for in fiscal 27 and 24% in fiscal 28. So all of that is fine. What about margin? By the way, if you're using this, you can make templates so you don't always have to go and check each and every one every single time you want to look at a company. You make some templates and voila, done. You click here on grid view and you have this. Otherwise, it will look like this and it's not not that great unless you're only looking at one or two metrics. But if you're looking at more, this is much better. Looking at margins also improving right up and to the right. Operating margin, free cash flow margin, gross profit margin, EIDA, and net profit margin. No problemmo there. So what's the problem? Well, the problem of course is the sentiment around the name and AI. With regards to AI, it has purely to do with the data licensing deals with a Google, with an Entropic, with an OpenAI and everybody else that is using Reddit's uh data and maybe not paying for it or not paying enough for it. Because if you go on Google, you write something, you search for something and in Google overview it gives you an answer and that answer of course that data comes from Reddit. I'm less inclined to go and look at Reddit's forums, right? Which means less people going on Reddit, less ads, less ads revenue, etc., etc. But if if we do have a good licensing deal, then Reddit will say, "Okay, you know what? Some people would rather just get the answer straight from AI overuse from Google. Fine. At least we're getting paid our fair share." If not, then you have the other side of the story. This is something that you need to understand. There will always be people that will go straight to Reddit to have discussions, to have some rants, etc. in the comment section there. Always two camps here. One, easy answer, Google AI overviews, chat GPT. Two, the real users that go on Reddit and write in the communities, write in the forums, engage with one another. But part number one is extremely important. Part number one is why you have a stock that is under pressure right now. The market would like to see them leverage their data. Go to these big players and tell them, "Look, you want to use our data, you better pay up." Now, more recently, there was this headline that came out from Prompt Watch. Again, don't really pay attention that much to it because it's quite ridiculous. It said, "Reddit's share of Chat GPT search citation fell from an average 3.8% 8% between July 18 and August 17 to just.5% from August 14 to 7. So 3 days an 86% drop. It's 3 days doesn't really matter that much. But then again when you look at this you're like okay there are two sides of this story here as well. One side well they're not stealing Reddit's data. The other side is they don't need Reddit's data in order to provide answers to the user. But again, going back here, it's it's just a 3 days data pool. Doesn't really make that much sense. Purely looking at the stock itself, we are a bit in no man's land here on the weekly. It's under the 50. Tried to go back above. It didn't really make it. We are also under the 100. This is again on the weekly. If we go and look at the daily, we see that well, we're also not that great right now. Though maybe you could say we are going to see higher lows here. But for now, we are below the 200, the 50, and the 100 day one. As you can see, a week ago, tried to go and break the 200 day, but that did not happen. Moving on to the next one and that's of course the one that we talked about before and the one where I do get the most questions during the live streams or under videos and that's of course Nebus. Nebus is up 155% year to date. It is experiencing really a tiny pullback right now 20%. I say tiny because you can clearly see that this name was down multiple times around 30% 40 and even 50% this year right from the highs. Now, with the Nebus, like I said, I have a big position and two, I do have a put. And so, if we do drop to $120 in by December, right? If it's at 219 or so, then I'll yeah, I'll happily buy it at 120. In the meantime, I collected the premium, increase the cash balance, that's fine. But for me, I already own quite a lot, so I don't need to chase the name. we do get back under $200, back to $190, $180 or so. Yes, I might buy a little bit more. And then if we do go back to where we were not that long ago, we were at $140, $150 literally 2 and a half, 3 weeks ago. Yes, I would probably also get more shares. But if you're looking at opening a position, I'll say do it slowly. There's no rush. And again with opening up positions, if if the stock goes up, your initial position is already in the green. You're fine. If the stock drops, at least you haven't put that much money into it, and so you can average down. Of course, averaging down works well when the company executes, and it's a very good company. Now, with Nebus, yes, they did raise, right? They did issue a convertible. I do think it's going to be well above $5 billion. Well, when I say above $5 billion, it can go up to I think $5.75 billion or so. The violent situation also that has been resolved. So, that overhang is gone. Crazy, right? Crazy what happens when you actually listen to management. They actually know what they're talking about. So, wait, Nebus, this is basically what I'm doing. I have a put and if we do drop lower, well under $200 per share, I would happily happily buy more shares. Yes, it is an expensive name to own right now purely because we've gone up substantially. But if we do and have a look at what the market is expecting this company to do, you will see that first of all, I do think the expectations are too low for next year close to 12 billion in revenue. I do think they will do more than that. The ARR number for next year in my opinion is going to be between 20 to$2 billion uh dollars. Of course, if you look at fiscal 28, the revenue there is $22.3 billion. The thing with Nebus is they are growing super fast globally. They're executing very, very well. And so, it is quite difficult for analysts to really say, okay, it's going to do this, it's going to do that. The company itself tells us they're doing everything they can to move as fast as possible. They could be sold out, but they're selling thing as a premium. Okay. On paper right now, yes, it is very expensive. But if they continue to execute the way that they've been doing for the past year, year and a half or so, as I said a year and a half ago when this thing was around $20, this is a hundred billion company plus in the future. And so, yeah, you have time to accumulate unless of course we go to $300, $400 before the end of the year. Looking at the stock here on the daily, we are sitting at the 50-day moving average. There is this downtrend line right here that started at the peak at the end of June. If we look at the weekly, we are currently down 18% this week. So, a big fat ugly red candle here. Some people told me, "Oh, look, it's going to be a cup and handle pattern." Well, you know me. I'm not really an expert here with this whole technical analysis thing. I'm just showing you what I see up next. Mezamin. And that's of course the one and the only SoFi. So is down 33.2% year to date. This is the last time you could buy it under $18. Well, we are above $18. We're actually, I think, closer to $19. This needs to be updated. This is a company that right now, yes, you're going to see the shift in crypto that's going to be helpful for a SoFi. you're going to see that maybe this year we're might not be getting we might not be getting two rate hikes. So does now have in their own assumptions with the same guidance although revenue is a bit better they are assuming one to two rate hikes. So imagine if we only have one or none. They will of course be beating their own expectations very very easily. On paper this is a cheap name. This is a cheap name. It should be getting yes a higher multiple in my opinion just because they are growing faster and they are becoming more profitable. You're not getting a high multiple just because you are a tech company. There are plenty of tech companies that don't get high multiples. The high multiple the premium you're getting because you're growing fast and becoming more profitable which is exactly what SoFi is doing. Now, if we go and have a look at the January Fed meeting for 2027 to see how many rate hikes or cuts we might be expecting in 2026, by the way, there is a meeting 26 days from today. We can see that we're still here at 42.7% for one rate hike. And then if you look at the other two sides here, this one right here, 25%, we're basically staying where we're at right now. 25.5% we might be getting two hikes or one big one but I assume it is here two hikes. Now if we go and have a look at what these numbers were like a month ago for the current for the current range a month ago we're at 10.6%. We're now 25%. For the one here between 400 and 425 we're now 25.5%. A month ago 35.3%. So yeah, we are trending towards getting maybe one rate hike. If we get zero, that's of course very good for a name like SoFi. And yes, I know we've been saying this time and time again. Sofi should be back above $20. So Sofi is undervalued, etc. I know, I know. I'm the one that's been saying this. You've been saying this as well. Although some people laugh at it. That's fine. But you look at the business itself and the performance has been very good stock-wise. What's interesting here on the weekly is that we're literally we've been hovering around the 100 moving average here for well couple of months actually since the end of March. We've been over it, under it, over it, under it. Right now we are a little bit over it. This is on the weekly. We are trading at $19 per share. If we go and look at the daily, we are above the 50 and the 100 day one. The 200 day one sits at $2050. It's been a very long time since we've seen the 200 day moving average. Actually, it's been since February of this year. Could we make our way back above it? Maybe closer to the earnings date. Maybe before. Actually, if it's before, that's even better. And then when we get to the earnings date, we get a little jump on the upside because well, we might not have gotten a rate hike and guidance gets improved yet again. Up next is the one and the only. I'm not going to spend that much time to talk about it because I did talk about it in a specific video two days ago. If you missed that, that will be in the top right corner. That's of course Meta. As I've said in the previous video, as long as this company is trading at these undervalued levels and the company's execution does not deteriorate, if the business does not deteriorate, I will keep adding more shares under $600. Why? Why is this under pressure right now? Yes, the capex story, but also the trial that's going on right now. Although today we did have a semi good news. where the report that said that the teen has dropped her claims against Meta, Google, and Snap with no payment involved. The case was one of the three bellweather trials selected from 3,300 plus consolidated lawsuits to help gouge how juries may view similar social media addiction claims. There are still two October test cases remaining, but I guess we'll take any semi good news anytime. Back to the company itself. This is a growth name. This is a profitable name as well. Again, yes, right now we are very much focused on this number increasing every single year might reach $22 billion in capex by fiscal 28. But but if we look at free cash flow, right, if you look at free cash flow for fiscal year 26, expected to be negative $6.7 billion, negative $21.6 $6 billion in fiscal 27, but already going back to positive in fiscal 28, only $2.1 billion. Of course, what we've seen before is that free cash flow drops whenever investing or the investment cycle really reaches its peak and then in a flip of a button, we see it jump back up. So whenever meta decides that the capex growth growth not the dollar amount but the growth starts to slow down we will see this jump happen again and we are seeing already right now the core I don't have to explain myself again but we have seen already that the core business today is getting better because of these investments the recommendation systems are getting better the return on ad spend is getting better they will be able to sell out ofthe-box tools and services, subscription products, all of that thanks to those investments right now. Of course, you won't see this happen in the short term, but this is again a long-term story. And then, of course, there is the AI model, new spark, new code 1.1, 1.2, and the upcoming watermelon one. Hopefully, it's a very good one. Hopefully, they can continue to build on top of it and release new products and services that they can upsell and make money on that. And eventually and eventually if they feel like they can get more money from selling compute or excess compute although I don't like to use the words excess compute because I do feel like they can use all of it. But if the premium is so big then we will get that headline and the stock will pop. But if not the core business itself for me is doing very well. Yes, there are some overhangs on the name just like they were with a Google by the way. Google Snap that they're facing the same things right now, just a bit less serious. I would say the sentiment changed quite quickly with Google. Yes, I know Google does have a cloud business which is much easier to show the street. Look, we're spending that much, but look at our cloud business. Look at our TPU business that's also growing and accelerating. So, it's a bit easier there. Speaking of Google Alphabet, this is basically it, right? This is Google Cloud. We've seen growth accelerate. Last quarter, 81.8% year-over-year growth. And of course, this happens when the dollar amount gets bigger and bigger and bigger. And it also happens at the same time where margins become better and better, 35.5%. With of course a Google Alphabet, what we've also seen is well negative free cash flow last quarter. That was the big negative surprise of the quarter. We've seen for the first time in a long time that they have a negative free cash flow quarter. And if we look at what the market is expecting over the next couple of quarters, well, the market expects this to continue. So even a Google a very very good company, super profitable company, etc., etc. Yes, they are now in a huge investment cycle. But here as well, I do think that this is one of those companies where you will sleep very well at night knowing that you own this name, especially in this whole AI space. If if we might be getting a huge crash or whatn not in AI or in the market, I can say with almost 100% certainty that a Google will be here afterwards. a Google that is still growing this quickly with generating revenues well above a hundred billion dollars. Yes, I do think that they can survive and will survive a crash. What happens in crashes is you have companies that might be growing super rapidly but do not have the cash to survive a crash. Then comes companies like a Google Alphabet and buys them for pennies on the dollar. Now, of course, a Google is worth already over $4 trillion, but the forward PE sits at 25.4 times. The trailing one is a bit lower, but the trailing one you have those one times effects on the name. But this to me is one where yes, if we can drop again lower to $300 or so, I'll be a happy buyer of more shares. I can say the same thing with an Amazon. Sometimes yes I have a portfolio where there are certain names that are much much smaller than a Google like a Nebus like a Sofi etc etc but it it for me it makes me feel super comfortable having big names like a Google like a Meta even a Micron is worth a trillion dollars right some of these big names where I know I know they'll be super profitable in the future they'll continue to grow I don't really lose that much sleep owning them You of course have the YouTube business, the search business. Everything that comes with robotics, with AI, with drug discovery, with space, with whimo, all of that you get when you buy a Google alphabet. You of course get exposure to entropic as well. You get exposure to entropic to to SpaceX, you name it. And so, yes, I own a position in it in both portfolios, actually, the retirement and the other one. And if we drop lower, I'll be a happy buyer. I'm actually actually go and have a look at some puts also for later this year. We'll see if the premium there is attractive or not. And so that's about it for me in today's video. As you can see, I'm less trying to go and have a look at, oh, what's the next bottleneck and what's the next worthless company that might get some hype? No, I'm looking at solid companies that I want to own more shares of in the back half of this year. And if not, then maybe next year. Doesn't really matter to me. If there are opportunities out there, I will add more to those existing positions because they'll do well. They're not the ones where, oh, there's a bottleneck today, but what about 6 months from now? What about a year from now? To all the new investors that I call the bottleneck investors. What happens when the bottleneck does not exist anymore in your specific industry? The name you just bought, it's not that attractive anymore. The growth not there anymore. So I I don't I get the questions. Why aren't you not looking at this? I don't need it. I have plenty of players in this AI story, in this tech store, in the cloud, etc. I don't need more. I don't need to go always lower and lower and lower. I don't need it cuz if it's going to be successful, I have my winners already. That's about it for me in today's video. See you all in the next one. [music] Bye-bye. >> [music] >> Hey, [music]