Missed Palantir? Buy These 7 Stocks ASAP.

If you missed Palanteer back in the day, don't worry. These seven stocks we're going to talk about in today's video are even better opportunities right now. In fact, I do hold positions in pretty much all of these companies at this point. I just bought $38,000 worth of one of these stocks, and we're going to break them all down in this video. These are stocks that are within the new AI trade. And I need you guys to fully understand what the new AI trade is. The old AI trade is AI hardware. The first winners from the AI revolution. These are the companies that are literally selling the pickaxe and shovels of the AI industrial revolution. The new AI trade are the companies that use the technology to grow exponentially, to gain market share, to become much bigger and better companies. The four new themes of the AI trade are robotics, automation, AI software, and cyber security. These are where your next 5, 10, 20x stocks are going to be. And some of those could be the ones that we're going to talk about in this video. Ladies and gentlemen, I don't even want to waste your time with an intro here. Just hit the like button to help the YouTube algorithm push this video out to more people that need to see it. I will also tell you that, you know, I am doing in my portfolio what we are talk going to talk about in this video. We are up 90% year to date in the trading community portfolio. If you guys want to come join us, that link is down below in the description of today's video. Really, what this whole video is designed to do is not to tell you or show you, hey, invest in this stock. That's not a recommendation. That's I'm never going to tell you to invest in a stock. What I do and what I have always done is I'm trying to find big winners before Wall Street does. The only way that you're going to get rich investing in the stock market in a relatively short amount of time is to find five baggers, 10 baggers, 20 baggers. The only way that you can actually do that is to find these stocks before Wall Street does. By the time Wall Street loves a stock, it's time to get out of it. I know that's a hot take, but by the time everyone loves a stock, the opportunity is already gone. So again, if you guys want to come trade and invest alongside of us, that link is down below in the description of today's episode. So I'm not going to sugarcoat this for you guys. Stock number one today is Apploven. I have now put $38,468 into AppLovven stock since their last earnings in which the stock was unjustifiably destroyed. I mean Apploven is down over 50% year to date. And I will be totally honest with you guys. I did not like Apple loving at $600 a share back here when the stock had rallied following their previous quarter between May and and early June. The stock went from about $450 up to 630 or so. I did not like the stock then. I did not own Apploven in the 600s. But as the stock sits at $300, I love it. I'm going to be honest with you guys. I think it's one of the most asymmetrical upside opportunities right now in the entire stock market. I actually wrote this on X. I said I'll be honest, I didn't like app at $600, but I love it at 304 and it's probably one of the most disconnected opportunities in the stock stock market right now. Revenue came in at 54%. 54 54% growth. Their net profit margin is 64%. Their gross margin is like 88%. It's ridiculous. This is one of the most profitable companies in the entire stock market. Their TAM, their total addressable market is going from a hundred billion to $600 billion. Yes, 5 to 6xing their total opportunity. They trade at a 15x PE multiple on 2027 EPS forecast. They trade with a 0.6x peg and early adoption of their web portal is impressive. And I did have somebody on this post that said, uh, Micron is in the middle of a bottleneck. App isn't. Um, they basically said this was an unfair comparison looking at margins. And that was the point, right? I was trying to share a company that has very impressive margins and kind of compare them to Apploving. I said, Grock, which publicly traded companies have a 64% net profit margin or higher, and what percentile company would this be compared to the rest of the market? examples with 64% plus net margins. There's there's a couple of them. Joy, SPG, WDC, IBKR, VIC, AP, also various REITs, Royalty Trust, and select others. This ranks roughly in the top 1% or higher of 6,000 US public companies. The average S&P 500 company is between 15 and 16%. This is a top 1% profitable company. And basically what they do, they are an AI first marketing company. They have dominated mobile advertising. So their Axon engine this is basically an algorithm to predict what people are going to do and what they are looking to buy using data intense signals. So it's kind of a complicated kind of thing, but you can think about it like an AI brain that's trying to predict what customers are going to do. It has been very accurate. this AI first kind of platform, this engine has been the fuel to give the company the kind of margins that they have today. Now what's happening right now and why Apple fell so much is because they are in a pivot point. They basically have like 85% market share in mobile advertising. They are bringing their Axon advertising engine to the open web. So now they're going to be competing with Meta and Google and larger companies for a bigger piece of the pie. So again, the company is pivoting into a larger opportunity. They still have their their monopoly business and mobile advertising. That's going to continue to be there and it's going to continue to grow over time, but they are pivoting into a much larger opportunity. And Wall Street, they don't like pivots, right? Good or bad. A lot of the time companies get sold off when they enter new markets because it's now a show me story and that is why the opportunity is so insane right now in app loving. The market cap on this one is the second largest out of all of the stocks that we're going to talk about. It's a it's about a hundred billion dollars. But again, there's very there's a very unique setup here that makes Apple attractive. I believe this is a five to 10x company over time. I mean management is expecting 30% compound revenue growth rates for the next 10 years. They are they are forecasting to become a trillion dollar company in the next 10 years. So even if they're half wrong, that's a 5x from here. And I wrote at the bottom of this post, emotions make you rich. And that's what this is. I'm literally taking advantage of irrational fear. Apploving put up revenue of 1.92 billion on their last quarter. Wall Street was expecting 1.94 billion. That's why the stock sold off so much. I'll buy that any day with the current setup of the stock. So, while Wall Street panics about Apple Oven's pivot into a brand new opportunity, I am taking full advantage of it. And that is why I think this is one of the best stocks to buy right now in the market. So, we spent a lot of time talking about Apploving. We're going to run through some of these other companies a little bit faster. Just to give you a warning here, Zebra Technologies is stock number two. This is probably a company you've never heard of before. Zebra Technologies is a global technology leader that designs, manufactures, and sells enterprise tracking and automation solutions. Essentially, Zebra acts as the central nervous system for businesses, providing the hardware and software needed to connect physical assets, inventory, and workers to the to the digital world. They sell enterprise mobile computers, barcode scanners, specialty printers, RFID technology. They have their Zebra workcloud, machine vision, and AI. Who uses Zebra? logistics and warehousing, retail, healthc care, manufacturing, basically any of your physical businesses out there, which for a company that most of you guys have never heard of, they are commanding roughly to 40 to 50% of global market share depending on these different products. Like enterprise mobile computing, they have a 50% market share in that. Specialty printing and barcodes, they have a 40% market share. when you go to a hospital, right, and they put on the band and they scan you for everything. That's Zebra. Now, Zebra Technologies in the latest quarter posted some blowout results and thus the stock went pretty vertical, going from the 260s into the 360s. Now, their all-time high was $615 per share. Zebra Technologies is a $17 billion market cap company with trailing 12-month revenue around $6 billion. So they trade at about three times price to sales. This is a pure play automation company that's going to benefit dramatically from companies, real companies adopting AI into their workflows. I mean healthcare warehouses, your average normal companies as they adopt AI, Zebra is a big winner from that. Zebra Technologies has a forward PE multiple of about 18. They have a gross margin of 49 a.5% with a net profit margin of 9.22%. Pretty low numbers, but again, as AI adoption really hits like mainstream like the internet did, everyone will adopt this over time. It's going to take a while for normal businesses to adopt AI, but that's when Zebra really begins to win. They have a 5-year forward PEG ratio of 0.67. So incorporating growth and earnings growth specifically into the PE multiple, it's one of the cheapest stocks you'll find out there. And the margin catalyst is the improvement in gross and net margins that stems from Zebra Zebra's international shift away from lower margin raw electronics assembly towards high margin software integrations like Zebra workcloud and machine vision subscriptions. And again, I really like Zebra because it's one of those back-end automation plays with very low valuation with clear tailwinds from the AI revolution over the next couple of years. It's not the flashiest company out there. It's not the easiest company to understand and thus why I think Wall Street is missing this one. With a 17 billion market cap, I do view Zebra Technologies as a five to 10x over time as AI automation in the real economy gains traction. And this is a multi-year theme. Stock number three here is one that I have talked about on this channel for a while now. It is UiPath. The stock is $16.68 per share. Its all-time high is $90 per share. This is a pure play AI automation company. If we look at UiPath's valuation, they have a forward PE multiple of about 21. They have gross margins of 81.61% and a net profit margin of 19.58%. This is a highly profitable company. For a $8 billion software stock to be this profitable and actually net profitable is pretty impressive. They have a 5-year forward PEG ratio of 0.6. So if you include uh earnings growth into the PE multiple, the stock is dirt cheap just like Zebra, just like Apploven. But again, just like Apploven, UiPath is in a pivot mode at this point. And they've really been in this pivot for the last couple of years. Just like AppLovven, Apploven has 85% of the market share in mobile advertising. UiPath has over 80% of the market in business automation in RPA technology. Think about like a robot in a manufacturing line's going to do one thing over and over again. Move things back and forth. That's what UiPath, their legacy business is doing for companies, moving numbers around on a spreadsheet, things like that, instead of having someone physically click that all day. They saturated that market. They've won that market. That is not the opportunity here. The opportunity is in their maestro platform that brings together security, governance, human oversight, workflow management and other necessities to actually implement AI from an experimental closed loop kind of thing to your entire business. This is one of the big reasons I was buying UiPath at $910 in the trading community because look, vibe coding your own solutions sound great, but it's not possible. The SAS apocalypse never existed in the first place. Now, we have seen a rally of over 51% over the past month. Wall Street is starting to figure out that automation is the next big AI trade, but there is a lot of room to run with this trade. I think we're very early here. There's still a lot of bears. UiPath has like 33% short interest. It's it's pretty insane. Now, the company is scheduled to report earnings on September 3rd, so next Thursday. They also announced on August 25th an investor day on September 22nd, 2026 in Las Vegas. That's the first time in a while that they've actually had an investor day. So that's that's good, right? On August 19th, the company introduced Maestro Flow, a developer first tool designed to let engineers orchestrate and govern complex coding agents across entire corporate operations without needing total system rewrites. And today, UiPath announced that Bankco Esteeeka, one of Mexico's largest banks, has successfully scaled its orchestration ecosystem up to 8,800 enterprise processes and 300 active automations utilizing UiPath's Maestro. So, bottom line is with UiPath and the automation technology, look, it is one thing if you are one person doing tasks with AI agents. It is a completely different thing when you are a Walmart that is trying to string together thousands of different tasks in an automated system where you cannot have mistakes. See RPA technology is determin is is is deterministic. Right? If 1 + 1 equals 2, then execute the command. If 1 + 1 equals three, do not execute the demand the the command. Right? Whereas AI is probabilistic, AI could do one thing a hundred times and get it right every time. The next hundred times, an AI agent because it is probabilistic. It is not a rules-based um technology, it could get three things wrong in a row and then string together bad actions off of three bad inputs. Right? I know it gets a little complicated, but when you have a rules-based execution system like RPA and a probabilistic based system like AI and AI agents, mixing the two together in a secure governance, you know, human oversighted workflow management system that is bread and butter for actual enterprise adoption of AI agents and UiPath is one of those companies that is best positioned to benefit benefit from it. Now, the company currently has a market cap of about $8 billion. I do view this over time as a 5 to 20x opportunity from here, depending on how they scale, how well it goes, if they can hold up margins. If their technology gets implemented in things like humanoid robotics and warehouses and things like that, the opportunity goes to 20, 30 or even larger X opportunity. Stock number four is Rubric. I've been an investor in this one for a long time, but I think the opportunity is still in the infancy stage. So, there's a lot that I can say on Rubric here. Rubric has rallied from the SAS apocalypse lows in the 40s and 50s up to where it is today at $94 per share. But cyber securities kind of in its own weird category. Cyber stocks don't really trade based on normal valuation metrics. Crowdstrike for an example, they trade at 23.1x a valuation multiple basically price to sales, right? Which is insane versus a lot of other companies. They're expecting 20 to 25% growth. Well, Rubric trades at 11.4 time sales with 32 to 35% expected growth. Now, Rubric's going to report earnings Thursday afternoon, but the stock is growing twice as fast as PaloAlto and Crowdstrike, but trades lower multiplewise than both of them, right? It's half of Crowd Strikes multiple. PaloAlto trades 30% more expensive than Rubric and Rubric has two to three times the growth rate. So within cyber rubric is still undervalued. Now rubric has a net retention rate of over 120% which is a massive signal to how consumers are spending and adopting the rubric rubric platform. Their gap gross margin is above 80%. This is a highly profitable company but they are not yet net profitable. So they don't actually have a uh 5-year PEG ratio. And basically what Rubric does, they have multiple different offerings, but the big one is the ability to prevent cyber attacks. Like all cyber companies, that's what they do. But what Rubric really does is is they prevent the being held hostage by a cyber company. So what traditional like cyber attacks do is you get cyber attacked the the the cyber attackers once they're into a company system they say look we want a billion dollars for you to to leave right they basically uh hold companies for ransom. What Rubric does is they continuously monitor and backup company operations. So they can actually identify the millisecond a cyber attack happened. They can go in, delete those bad files, and back up the business to when the cyber attack happened and let you continue operating. In an AI world where threats are growing exponentially over the next couple of years, cyber threats, Rubric is missionritical. It is no longer an option whether you have Rubric or not. You have to have a company, a subscription like a Rubric. So yeah, even though the stock has went up a lot, I I think you're still in the baby phases here for Rubric. Rubric is about a $20 billion market cap. I see this stock as a 5 to 10x from here easily in the next couple of years. This is a 100 to$200 billion market cap with my eyes closed. Now stock number five is Zeta Global. This is one that I have also been buying a lot of recently during the SAS apocalypse in the $14 to $20 range. The stock today is $28 per share. It's about a $7 billion market cap. So, Zeta Global, well, there's a lot I can say here. Let's start with the valuation. The forward PE multiple here says 29. It's actually a lot lower than that. It's sitting at like 22 or 23. Their gross margins about 59.5%, their net profit margin trailing 12 months is slightly negative. Their 5-year forward PEG ratio is 0.94. But Zeta Global has beaten and raised on revenue guidance for 20 quarters in a row. They basically beat and raise every time they report earnings. Now what Zeta Global does is they are AI advertising. They are AI intent. They basically predict what consumers are going to do. Now, they have 92% of the US adult population in their data graph, which each adult in the United States has 5 to 7,000 different signals. They know where you live. They know what you're spending your money on. Just you name it, it is represented in your data profile. So, that makes advertising very effective. And Zeta Global gives their customers a 600% return on advertising dollars spent. They are the highest ROI platform that you can use for advertising. Zeta Global in the recent quarter grew revenue at 44% year-over-year. But Zeta Global is now in a transition sort of. They're still operating, continuing to do well. They have a long trajectory ahead in traditional marketing, but they recently struck up a 7-year partnership with Palenteer. Why? Well, Palanteer does data analytics for a company's internal operations. Palanteer can tell a company what they need to do, what they should do here, what's not working here, right? Zeta Global is now doing that for external companies. Imagine it like this. Imagine if you are McDonald's and you're like, "Hey, Zeta, uh, we want to build a new McDonald's. Where should we do that for the best return, best ROI?" Well, Zeta Global is going to look at their data profiles, and they're going to say, "Where is there a high concentration of people that want McDonald's, where there's no McDonald's for a 30 mile radius?" And Zeta Global is going to say, "Hey, McDonald's, uh, we've noticed there's a lot of people in the last couple of years that want McDonald's in this area of North Dakota, and there's no McDonald's for at least a 45minute drive. That's probably a good location to put a McDonald's, right? that is business intelligence using the zeta uh data that they have on consumers right and there's many different applications of this they are also the system of record for companies like GAP I could really go on and on about Zeta here but that's their new kind of business line that is that is forming so Zeta Global is really going from an AI marketing company to a business to a AI business intelligence corpor corporation. Zeta Global again at a $7 billion market cap I think is easily a5 to 20x from here. But again, the stock has went up a lot. It's $28 per share. So perhaps waiting for a pullback on some of these like a Rubric or Zeta could make sense before you go all in at higher prices. Stock number six here is Tesla. And you got to love Tesla here. Why? Because Tesla is doing a lot with a little bit, right? Last year they spent like $15 billion on capex. This year they're guiding for 25 billion in capex. But look at what they're doing with that money spent. They are developing a robo taxi operation, a network which is going to bring in over time tens of billions of dollars of revenue, maybe hundreds of billions of dollars of revenue. Look at what they're doing with Optimus. Optimus is coming soon. This is one of the best almost pure play robotics companies you could buy at this point. Yeah, they sell cars. Yeah, they have semitrs and charging and energy and all of that, but really what Wall Street is going to care about is Optimus and robotics. So, at the end of the day, if they're successful in robotics, that is a $30 trillion opportunity, unlimited labor. Come on now. If you win that market, you're going to win everything, right? You are going to be the most valuable company over time. And I don't think there's anyone that can really try to compete with Tesla at this point. It is their market to gain or to lose. Now, we can all make arguments around what the timelines are going to look like for these things and and if Elon's just over excited about what the timelines are going to look like. We can make those arguments all we want. Depending on what happens is going to really dictate what happens to Tesla stock. Now, if you look at typical valuation metrics, they're not going to make any sense to you. There's a forward PE multiple on Tesla of about 180, gross margin of 18%, net margin of 3 and a half to 4%. With a 5-year forward PEG ratio of five, the company is expected to grow a lot over time, right? So, you're getting a little bit of the, you know, uh, robotics and long-term vision that is embedded in the stock today. But as that becomes realized and actually begins to happen, as optimist deliveries begin, Tesla's stock, I believe, is going to do very well. But again, the risk with Tesla is if they do not execute, if there is strong competition from Nvidia or or or somebody else that has the resources available to really challenge Tesla from a manufacturing perspective with humanoid robotics, that's when the valuation is going to be compressed. Figure, Boston Dynamics, some of these companies, they just simply don't have the expertise necessary. they don't have the the manufacturing necessary or capability to really challenge Tesla long-term with something like humanoids. So within this new AI trade again, robotics, automation, AI software and cyber security, I think Tesla is a very deserving holding in a portfolio unless they begin to fail on execution, which so far they have not. And I do view Tesla from here as a five to 10x over time or more just depending on execution. And stock number seven here is Back Blaze. Now Back Blaze, very interesting company. They build their own server racks that cost like $300 instead of buying Dell server racks or that can be thousands of dollars. They buy older ter uh hard drives like 20 to 26 terbte hard drives. they put them in their own racks and offer data storage solutions that are cheaper than like an Amazon S3 or some of the Microsoft solutions. So companies that want to move data in and out, this is just a cheaper alternative to that. And in the day of AI and going ahead, there's going to be massive amounts of data that is created that will need to be stored. Now, Back Blaze also does not build the data centers. They lease the data centers. So they basically call up a data center like a lot of old ones and say, "Look, you got the power. We want to put in 50 server racks. What's the lease going to be?" Boom. They sign a lease. They bring in their server racks. They begin to serve their customers. That keeps the business very asset light and supports 60% gross margins even with a fraction of the um cost that like an Amazon is charging. So that's why they can undercut their competitors like Amazon for data storage because they're not building data centers. Now the forward PE multiple is about 90. That is because I I mean they're just beginning to show uh positive net earnings. Gross margin 62% net profit margin negative 13% on a gap basis. Now Back Blaze is obviously more speculative, higher risk. I did buy the stock in the $10 range. it went up into the 20s. I sold some covered calls. I got like 40% of my uh total cost basis back. So, I've kind of de-risked from this one a little bit, but I do think the future is bright for data storage and companies that can offer that cheaper and at the same technological competitive, you know, landscape. And what's funny about Back Blaze is Back Blaze is grouped into the AI hardware category in which it's really a data solutions provider. And because they buy so many hard drives, which by the way, they actually make all of their money back on the high at on the hard drives they buy within three months, which is insane. And the hard drives last like six to seven years. Um, absolutely insane. Um, but nonetheless, they're grouped into the AI hardware trade even though they're actually going to benefit more as hardware prices, storage prices come down. So, I think it's a weird disconnect in the mar in the way the markets treat the stock. This one is obviously highly speculative when you're dealing with a company like this, but ever since the rally, they've been very conservative. Instead of going out and deluding investors, they've actually done like convertible notes and things like that. It seems like they're trying to protect shareholder value and the gains the stock has seen, which I do personally like that a lot. So, just to wrap this video up, you have Apple. I believe that's a 5 to 10x opportunity. That is AI software. Zebra Technologies 5 to 10x opportunity. AI automation UiPath I have 5 to 10x opportunity but it's really like a 5 to 30x opportunity. It really just depends if things like humanoid robotics were to adopt um like you know automation orchestration the maestro platform right so that's that's way longer term but again 5 to 30x could could be possible with a UiPath this is AI software and automation rubric 5 to 10x that is cyber zeta global 5 to 25x that is AI software Tesla 5 to 20x robotics Back blaze of 5 to 50x very high risk data storage and AI software. So let me know your thoughts on these stocks. What stocks you like right now? What stocks you are buying right now as well if you guys want to come trade and invest again alongside of us. That link is down below in the description of today's episode. Have a great rest of your day and I will see you in the next