Top 8 Stocks to BUY NOW (High Growth Stocks)

So, this is my actual stock portfolio, and we'll be going through the top eight stocks to buy now. Each focusing on one of the most important technologies driving value in the market today. Because when it comes to picking great stocks, it's important to focus on a company's products and not just their numbers. If you had invested just $10,000 into Palunteer 3 years ago, that would be worth over $220,000 today. Massive growth happens when you have the perfect product in a quickly growing market before that market appears. But let's get into it and start by putting my money where my mouth is by showing my actual stock portfolio and not a sheet of paper. So, this year has seen a massive swing in my portfolio with it declining for the beginning of the year before seeing a major recovery through the summer. And that's because I invest in a lot of tech stocks that fall within my circle of competence, the area of the market that I know best. And since I'm a solution architect for Fortune 500 companies, technology is what I know best. And for everything else, I have index funds. But let's go ahead and jump into our first stock. So, we're going to start with my bread and butter in the infrastructure space, the company's enabling the next generation of technology, which is a stock I first picked out in February that went on to have an over 300% rise. But after selling off more recently, down to only up 175%, the company looks like it has some pretty strong reasons why the price could rise from here. So, we've seen an incredible amount of investment into AI companies with US AI investment approaching $600 billion just in 2026. And while there's been some questions over whether or not this is actually going to pay off for the big AI companies, the stocks providing the infrastructure for that buildout have made out like bandits, the first big one was Nvidia, which saw it stock price rise over 800% over the past 5 years as their GPUs became the bottleneck in the AI buildout. Later, we saw stocks like Micron shoot up in value as high bandwidth memory became the bottleneck. But after those massive rises in value, the next bottleneck in AI may not be in processing. It may be in communicating the information through high-speed interconnects, the physical hardware that connects AI data centers together. It's an area that has risen but hasn't seen the same level of hype as a company like Micron despite being just as essential to the continued growth in AI data centers which is what our first stock Marll technology specializes in. So Marll operates across a few different areas of the data center including compute, networking, storage, and more and more recently custom silicone. But they are a leader in one area in particular in optical connectivity as rated by Gartner. Because now the compute infrastructure is so powerful and so much data is being generated that being able to move the data from one place to another is becoming the bottleneck in some of these AI models. with the focus now on solving many of the same problems that chimp companies used to focus on, including how many tokens you can produce per unit of power or how you can scale up as you build on more and more complexity. So, there's two big product stories with Marll right now. The first is around their interconnect, how data is passed from one area to the other, and the second is around custom silicone. And in the leadup to their latest earnings, Marll Interconnect was far outpacing their custom silicone business with growth in that area expected to rise 70% year-over-year, while custom silicone was expected to grow only 20%. But they expected that to increase. And we can see this really clearly in this chart of their total addressable market. They forecast that by 2028, custom silicone is expected to grow at 53% compounded as a market, while interconnects are only growing at 35% compounded. Meaning this custom compute market, like the custom AI chip that runs in every smartphone these days, is a much bigger opportunity long term. Now, either one of these businesses, interconnects or custom silicone, could be a very big business. Marll thinks they can do both. But the question for investors is how well can they execute on this? And the best way to understand that is to look at the company's actual earnings. What do the numbers behind them say? And after that, we'll also take a look at the two biggest risks that are facing this stock for any investors considering buying in today. So, a bigger and bigger chunk of big tech spending is now being invested into building out all these data centers, which we can see pretty clearly if we look at a chart of Marll's revenue over time. But to understand this company better, let's use one of my favorite investing tools, which I use all the time, but they actually reached out to sponsor this video, Investing Pro. And for context, this tool is made by investing.com, which means you get all the most up-to-date information inside of this tool. So, there's three things I want to look at for Marvel Technology, and number one is their fair value. So, as we can see here, there are 13 different models we can use to analyze this company's stock price, including their PE ratio, their discounted cash flow, and at their current price, they are at the high end of pretty much any of these different valuation models, putting them at 17% overvalued right now. It's largely because analysts expect sales growth in the current year. So, it's valued as if that growth is going to appear, which means if they grow as much as they say they're going to, their value actually isn't that high relative to their peers. And all of this is why their financial health score actually looks relatively decent. They have healthy cash flow, very strong growth and price momentum. But the thing that's holding them back is the relative value here. It's just an expensive stock. But another thing I love about Investing Pro is it doesn't just help you dig into one stock. It can also help you find new stocks. Their ProPix AI has algorithmically selected portfolios with different themes. So, you can invest in the stocks that Warren Buffett is buying. Or maybe you want to invest in energy. Their Tech Titans portfolio, for example, would have returned 3,200% if you had invested in all those stocks for the past 13 years. And I appreciate that you can actually come in here and look at the individual stocks inside it. There's Marll. But one more feature that I think is useful for looking at Marll here is their Warren AI, which is kind of like Claude if it had access to all the proprietary data of investing.com. So I'm going to ask it to compare Marll against its closest competitors in terms of a couple different valuation metrics and ask about which stocks have the most potential. And we can see it generates charts for us using the company's latest earnings data. And it even flags just how volatile this stock's price has been. So you can see when we look at its PE ratio, if you account for growth, it's actually the second best deal behind Intel with Marll in one of the best strategic positions, but it's way more volatile. So right now, Investing Pro is available for 55% off during their summer sale. And if you use my code below, you get an additional 15% off. Just make sure to use code real fintech using the link below to get the lowest price available anywhere. And that deal ends in a few days. So click the link below or scan the QR code on screen. And thank you to investing.com for sponsoring this video. I can only make videos like this with the support of my sponsors. And this is a tool that's just become part of my regular research process. But now that we've looked at Marll's products and earnings, let's take a look at the biggest risks here. Aside from valuation, the other big risk for Marll is competition. So Marll's recent deal with Google to partner on custom chips and to provide products that are part of the tensor processing ecosystem is a really big deal for Marll. And these TPU chips are custom silicone that Google uses for machine learning applications. But Broadcom has traditionally been their biggest partner in this area. And in fact, Google and Broadcom recently expanded their partnership with Anthropic to provide more TPU capacity for this AI company. So Broadcom and Marll are really competing directly against each other, at least in this area. And so because Marll is expecting a lot of growth, they're going to have to out compete their bigger competitor in order to actually grab all that market share that they're pursuing. But next, let's look at another infrastructure stock that is both powering the next generation of AI capabilities as well as just the backbone of the modern internet itself. And this is a stock that I've been holding for a very long time and it's had a pretty good return so far. So, we'll also need to pay close attention to the earnings and the biggest risks here. But stock number seven on our countdown is Cloudflare, which is a company working to make the internet itself work better. At this point, Cloudflare powers around 20% of the entire internet. There's always been memes that half the internet is propped up on AWS. Well, even one level below that, you have Cloudflare systems. With right now 45% of the Fortune 500 as paying customers and 95% of the world's internet population within 50 milliseconds of a Cloudflare data center, they are operating around the world. But what's really impressive here is how they've managed to go from a company that used to just host websites and build some firewalls to protect them to now becoming basically their own cloud company. 10 years ago, most people would not think it was possible to build a real competitor to Amazon, Microsoft, and Google Cloud. But today, Cloudflare has done exactly that with their Cloudflare workers offering scalable compute and having the entire stack needed to build modern applications or AI agents. But with all this growth in AI, there's been a problem. More and more websites have fallen victim to AI scraping where people instead of actually visiting the websites and clicking on the ads there are just using AI to pull that information. But that means those websites are providing all that traffic for free and they're not getting paid for it. And Cloudflare thinks they can solve this. Last year, they actually introduced a product called Payper Crawl, where content owners could actually protect their content and then charge AI crawlers to access it. You may have seen sometimes where you open a website and it says, "Click this box to verify you're human." A lot of those are powered by Cloudflare, but now they want to add another option where you can't just block traffic, but you can actually charge for that traffic. And this is kind of par for the course for Cloudflare. I think I've said before that they are the most innovative company that I've invested in and they've done a really good job with continuing to expand their products and the markets that they go after. With this image really showing how they've expanded their range over time. And so the bet here is pretty simple. If Cloudflare can continue to innovate and continue to add on to their total addressable market, the entire size of the market they're going after can increase and they can continue to take bigger pieces of their existing market across their developer cloud, their networking, and now their zero trust security. But what's most interesting to me here is what the numbers say about the company. So apparently 50% of the traffic that Cloudflare is now seeing is coming from nonhuman users with a 1,700% increase in AI agent requests. And so Cloudflare is making a pretty big bet that this is going to continue to grow and they can build the products and services that both developers are going to use to build these AI agents as well as the services websites need to monetize when these agents come to them. So they're kind of playing both sides here, which is great as an investor. And this is why in the company's most recent earnings, they saw almost $700 million in revenue in one quarter, up 36% year-over-year with positive free cash flow of $56 million. So even though the company is technically not profitable on paper, they are bringing in more cash than they're burning, which if you run into hard times, cash tends to be more important than profit, which is why the company has maintained pretty strong gross profit margins while their revenue has continued to rise basically exponentially. That said, there is one big risk that any investor in this stock should know about. So, first off, the company is very expensive, and they've always been expensive because they've grown so consistently over time. But the more immediate threat came from an article the two co-founders of the company published in May of 2026, explaining that they were about to reduce Cloudflare's workforce by more than,00 employees globally. In general, when you see a fast growing company start to cut workers, it makes you question if they were growing too quickly or they made a mistake along the way. And the CEO claims that these actions are not a costcutting exercise. But that's not going to stop investors from questioning why else you would cut all these workers. Now, Cloudflare claims that with AI, their business structure has just fundamentally changed and so they have to reshape their entire organizational structure to invest in new areas. But this is an area that I will definitely be watching closely, especially in future earnings calls to see was this just a one-time reorganization or is Cloudflare trying to cut costs because they grew too quickly. That being said, I do hold 172 shares in Cloudflare, currently worth just over $50,000. And that is up 326% during the time that I've owned it. But let's move away now from the infrastructure stocks and into a different part of the market which hasn't gotten as much love as it really should, and that is data. the raw oil that keeps the machines of AI running. And after that, we'll also look at two areas of the market that aren't connected to AI. So, our next stock has a bit of a weird name, but they are operating in one of the most important areas of the market today in data. So, Data Dog focuses on observability and security. They basically try to take a company's applications, infrastructure, security, AI, agents, and put them all behind a single pane of glass, one dashboard. Now, in the past, they would create all these different data connections to make it easier for an organization to get value out of the data they already had. But today, the focus is more and more becoming on how you can give AI agents better context. So, AI, it keeps on getting smarter and smarter. But an AI can never get smarter than the context that you give it. If you give an AI a bunch of outdated documents, well, it's going to give you outdated answers. And because Data Dog has this deep experience of pulling the data from organizations and turning it into a useful format, that same expertise works with LLMs. Fun fact, that's actually the same business pitch that Palunteer gives. They basically take a company or a government's data and make it more usable with AI. And that is a company that is now worth just shy of half a trillion dollars. Whereas Data Dog is sitting at less than a hundred billion. But they're not exactly the same. Data Dog did show off their LLM execution flow graph, which basically shows how an AI agent is able to step through different steps to try to accomplish a goal and call other AI agents along the way. So now you can get your AI to actually understand what to do with a company's data and also see how the AI is actually using it, which is pretty important if you're dealing with any kind of sensitive data or you can't afford to make mistakes. It's all the non-exiting stuff that companies will have to pay for, like building guard rails and understanding what agents you're actually using and how much you're spending on them. With most of Data Dog's focus currently still focusing on observability, how can you better understand what all your data and AI is actually doing, and is it creating value for your company? But what excites me most about this company is their actual earnings. In their most recent quarter, the company grew their revenue 36% year-over-year, adding almost 900 new customers, spending over $100,000 per year with them. And this is recurring revenue. It's funny, there was this sort of software as a service apocalypse when a lot of AI agents and vibe coding came out because companies could now build custom tools and they didn't need to pay for as many services. But Data Dog has actually gone the other way. Their total revenue growth has actually accelerated in their most recent quarters while maintaining profitability. So this is real organic growth. So the company itself is growing quickly but the market underneath them is also growing. This is a chart of the global data generated back in 2017 forecast forward. And you can see they expected it to grow exponentially but those forecasts look totally different in 2026 because with generative AI the amount of data being generated has hockey stick upward. There's this famous quote that data is the new oil and that applies in multiple ways. Yes, data is valuable to get out of the ground, but also you can only use it if that data is refined and turned into useful things. And that's kind of what data dog does. They are at the refinery level making all that raw data useful. And so as we see more and more data being created approaching 200 zetabytes this year, that is an opportunity for companies like Data Dog to accelerate into that growth. Now with that said, there are two big risks that I see with this company. Number one is competition. Data dog does not compete directly with companies like Palunteer which are much more focused on building sort of an operating system for a company's AI models. But we are starting to see more companies introduce observability tools. Cloudflare for example. And when an opportunity is this big, you're always going to see more competition. Now, one good sign is that Data Dog was labeled as a leader in the Gartner Magic Quadrant for observability ahead of Dinatrace and Graphfana Labs, having the strongest ability to execute and the second strongest completeness of vision. But the other big risk here was summarized in this headline where Data Dog's largest customer actually renewed their contract, but they cut their overall usage. See, Data Dog makes money in two ways. One, they sign these recurring revenue contracts, kind of like a traditional software as a service business. But the other way is through usage. The more a company uses Data Dog's platform, the more data flows through it, the more they pay Data Dog. And this is an area that tends to get cut back on very quickly if there's any kind of economic downturn. Companies can cut their usage costs a lot faster than they can end a long-term contract. And this usage can be enough to impact their actual earnings estimates. So, that's an area to watch closely if more of Data Dog's customers start to cut back on usage. It calls into question just how valuable and important their tools actually are. I don't think one customer is caused for alarm, but it is a risk to watch out for. I currently own 146 shares in Data Dog, currently valued at $34,000 and that is up around 80%. But let's now move to a data company that is also operating in one of the most important investing trends of the next decade in cyber security. So, CrowdStrike has been one of my biggest stock holdings for several years at this point, and I've covered them in previous videos, but I want to focus specifically on what I see is the most underrated part of their business, which is data. CrowdStrike recently demoed their new AI detection and response feature, which builds on top of their existing capabilities to look specifically at how different users within a company are using AI, because most people are. So, anytime someone is using an AI to prompt something or to run an AI agent, they are leaving a path behind them which is potentially vulnerable to attack with anything from a prompt injection to attack to an AI just feeding you a dangerous link. And this is all data that Crowdstrike has available to them because you have to give a lot of data to your security company. But what I like about CrowdStrike is while everybody else is just slapping AI onto their products today, Crowdstrike has been an AI forward company for a very long time. They've used traditional machine learning to spot threats proactively for years. And recently, they've introduced their new AI triage function where they basically have an AI that acts as an orchestrator which can use all of CrowdStrike's other tools to help spot threats even faster, triage them. It's a product that makes sense. It's a relatively simple idea, but it's really hard to actually execute in practice because you need to have all the systems already built out below that AI. Crowd Strike actually maps it out in this image where they describe their agentic security platform. So, they have the AI that you can talk to like any other AI, but what makes it actually useful is the fact that it's built on top of this real-time intelligence and all these other tools built around their existing sensing capabilities. And then on top of that, they have their actual human response teams which go in if there's like a big security breach. And a lot of this is built on CrowdStrike's threat graph, which is a graph database where they don't just track specific pieces of data, they track all the connections between them, creating a very contextrich environment for their latest AI models. But what's important for investors is they're the best in the world at what they do. They sit in the top right quadrant for Gartner on endpoint protection. They're in the top right for exposure management from IDC. Forester Wave puts them at the top right for managed detection and response. I could keep on going with their other products, but the company's success really shows up in their earnings. Now, I'm recording this video just before they actually release their next set of earnings, but there's really only three charts that I want to show. The first is this one which shows how the company has expanded their total addressable market over time by adding new industries like generative AI security and building on existing ones like endpoint and cloud security. They expect that by 2030 they are going to have a $325 billion addressable market. So this company is not slowing down and we can see it pretty clearly in this revenue which has just been growing linearly up and to the right for a very long time at this point. And most importantly to me, their gross profit has remained very steady during that time. So as their next earnings come out, this is one metric that I'll be watching if their gross profit starts to drop. That's a big warning sign for a company growing this quickly. But another metric that makes me pretty bullish on this company is their SGNA, their selling and administrative costs. Thief's costs have actually started to plateau and sort of level out in recent quarters, which means even though their revenue is still growing up and to the right, their costs in this area are starting to flatline. And I'm always a fan when more money goes to R&D than selling your existing products. And so, even though the company is not consistently profitable yet, it sets them up really well for the future. Now, that being said, there are two big risks here. And the first is around reputation. CrowdStrike was actually sued a few years ago over a massive software outage where a bad update took down a lot of the Windows computers around the world. This did hit Crowdstrike stock temporarily, but the bigger risk is if Crowdstrike were hit by a major cyber attack that they weren't able to defend against. It's one thing to push a bad update that takes down your customers machines. It's another if you actually become the vector for that attack. And so, a company like this is always going to be targeted by cyber threats. And a major breach here, I think, would affect the stock price a lot more long-term, which only adds to their second risk, which is that at today's prices, the stock is basically priced for perfection. Even if the company grows quickly next quarter, if they don't grow fast enough, the stock price is going to drop. And so, personally, I don't see a ton of huge upside in the short term for this stock over a one-year period. But I am very happy to hold them over a long time horizon, which is what I usually focus on, at least 5 years. Which is why I currently own 464 shares in this company, now valued at $88,000 because it's just grown so much, up 400% since I first bought in. That was $17,000 that turned into that. But now, let's leave the data and AI space behind and focus on another area of the market that is gaining in importance in fintech. So next up we have a fintech stock that has actually declined around 25% over the past year despite revenue growing IBIDA and adjusted net income all accelerating growth over the last four years. So our next stock is SoFi and they really operate like three businesses in one. They have their financial services which includes things like the SoFi credit card or the SoFi checking and savings account. This is where they mostly capture new customers and bring them into the SoFi walled garden ecosystem. Then they have their lending segment, which is where they make the majority of their revenue by upselling existing customers onto lending and using their data on customers finances to target them for loans. And then underneath all of it is their technology platform where they run both their own business as a actual bank and they actually act as the bank for other fintexs to build on top of. They recently renamed their Galileo platform to SoFi Tech Solutions and even competitors like Robin Hood have run on top of this Galileo platform and the company's whole business model is basically summarized in this chart which they call their financial services productivity loop. But it basically just means capturing customers with low barrier products like SoFi money or SoFi invest and then upselling them to more valuable areas of the company while running all of it on top of their technology platform. And this has been a big area of focus for them with cross buying accelerating to 51% of their users in Q2 of 2026. And the strategy seems to be working. They grew their number of members by 37% compounded since 2022 with that growth actually reacelerating a little bit in recent years, but their number of products growing even a little bit faster because their average member is now using more of their products than they ever did before. And this really shows up in the company's earnings. This is a chart of their financial services revenue, which has grown 29% year-over-year. And this is a chart of their lending segment, which is the cash cow of the business, which has grown 59% year-over-year with the company going from negative 57% net income back in 2023 to positive 13% in their most recent quarter. So, the company is actually profitable now. And yet, despite that, the company's stock price has done pretty poorly in 2026. And so, this is a stock that is all about the risks. The company itself seems to be performing pretty well and if they just continue on this path, they'll probably do fine. But the stock price is always going to be pulled down by the risk that something could happen. So, there's a few risks that I want to cover with this stock. And I think that this is the most important thing for any potential SoFi investor because each risk is a balance. If you think the risk is more likely to happen than the rest of the market, well, that's a sign the stock price might be actually higher than it ought to be. On the flip side, if you think one of these risks is less likely to happen than the rest of the market, the stock could actually be underpriced at current prices. The risk determines a lot of the value here. So, let's start with the first big one. Back in March of 2026, Muddy Waters Research released a short report on SoFi Technologies, claiming the company had a bunch of unrecorded debt and having a much higher charge off rate than they were reporting. Basically, a lot more of these loans were going bad than SoFi was actually admitting. This would be a really big deal because as of today, personal loans make up the majority of SoFi's loans. They also have a student loan segment and a home loan segment, but personal loans are an absolutely massive business for SoFi. $27 billion in originations last year. And these type of loans are especially risky because personal loans are not secured against anything. At least if you make a bad home loan, you can take back the house. With a personal loan, that money is gone. Now, this short report has mostly been incorporated into the stock price by now, but as a lending business, the amount of leverage or debt behind this company is going to matter a lot. Right now, the stock sits at a quick ratio of 0.5, which is not crazy high, but it's also not crazy low. And I tend to agree with Warren AI that that is a yellow flag for their short-term liquidity. But the bigger concern for me is how quickly SoFi is actually burning cash at the moment. The company has a free cash flow margin of -263% which is pretty high. The company does have pretty strong cash reserves. So this isn't a huge issue in the short term, but that is a number that I would like to see turn around because in a financial downturn, cash is king and growth at all costs only works in certain environments like when you're in a really big bull market like we've seen recently. And then there's one more big risk for SoFi which they're always going to face and that is the risk of Fed interest rates. The most recent Fed minutes show that September is unlikely to see a rate cut. In fact, we might even see a rate hike, which generally benefits SoFi's lending business because the higher the rates, the more of a spread they can make. But if we were to see a rate cut, that could cut into SoFi's overall earnings relatively quickly. As a bank, it's just more exposed to whatever is happening with the country's finances. But that being said, I own 2500 shares in SoFi, currently valued at $47,000, and that is up 178% overall. And at today's prices, I don't think SoFi is a crazy good deal. But if you're a long-term investor, SoFi's growth does offer potential upside in the long term. But let's now move to a very different fintech stock that actually operates outside the United States before we move on to our last area in quantum computing. So stock number three is New Holdings, also called New Bank. And this is a fintech stock coming out of Brazil, which is rapidly expanding to take over much of the Latin American market. New Bank makes a super app which is way more common outside the United States, but their app does everything from offering credit cards and finance services to shopping to basically Uber in their local economies. And these three charts tell the story pretty well. On the left side, we can see their number of customers has hit 139 million in their most recent quarter, which has added 74 million customers over the last four years. But at that scale, they are starting to saturate the entire Brazilian market. They are the number one digital bank in that economy. And so more recently, they've also focused on their average revenue per customer, which has increased to $17, more than double what it was a few years ago. And this altogether has boosted their gross revenue quite a bit in their most recent quarter, compounding at 75% per year since 2022. And so that's the first of New Bank's two potential strategies to expand their existing customer base within Brazil. Kind of like SoFi can cross-ell to their customers. Well, New Bank has one of the biggest customer bases in the country, and so they are focusing on serving the bottom of the market as well as expanding into the high end of the market, including selling directly to businesses. But their second strategy is to expand outside Brazil. They've recently become the largest digital bank in Mexico. They only entered that market in 2020 originally and now they are an official Mexican bank and they have 16 million customers with many of those customers coming from a segment that just did not have a bank account or credit card before joining this company. So, it's a really green field opportunity and even though it's still pretty early days here, the numbers look fairly promising here with Mexico actually monetizing faster than they originally did in Brazil. And I appreciate the company is really taking their time with this expansion. They're tailoring the product so that it's specific to the culture that they are entering into, which included studying how the different habits of financial customers are different in different countries. And this stock is actually listed at slightly undervalued at today's prices with the revenue actually reacelerating growth over the last couple years. But with a stock like this, there are two big risks that investors should watch out for. The first big risk being that they are based out of Brazil. And so when you're investing, you're getting your returns on a foreign exchange adjusted basis. And so as the value of the Brazilian rail fluctuates over time, that directly impacts how much value they're creating in US dollars or your local currency. But the other big risk actually comes from their expansion into their Mexico business. The company grew their base in Mexico by 32% year-over-year. But with that expansion, they've actually increased their overall credit risk and increased their average cost per customer. They're basically taking on additional risk and investing aggressively to grab market share in this market. And so if this market succeeds, I think the stock price could rise very, very quickly. But if it fails, it could act like an anchor pulling down the rest of the company. I currently own just shy of 1,400 shares in New Bank, currently valued at $20,000. And that is up around 50% since I've owned it. But let's now move out of fintech and into one of the fastest growing emerging technologies in quantum computing. And at the end of the video, I'll also share my full stock portfolio, including the stocks I didn't have time to cover today. So quantum computing is an industry that's expected to add1 to2 trillion dollars across industries over the next decade as according to Mckenzian company and we've seen a lot of stocks in this space already see their prices rise substantially as quantum computing starts to enter the mainstream. But while some of those other flashy quantum stocks are getting headlines right now, this next stock, Coherent, is quietly in the background building the photonic and laser systems that quantum computers and architectures are growing to depend on. This stock is up more than 400% since I first covered it a year ago. But a large amount of that growth has been from selling their photonix tools to semiconductor companies and telecoms. But today, a lot of those same AI companies that were heavily investing in chips and networking infrastructure are going to be the same ones investing in the quantum supply chain of the future. Because one use case for a quantum system is simulating how molecules behave at a quantum scale and then giving that data to an AI model so it can make better predictions. It's why you see companies like Google that have actually merged quantum into quantum AI. And Coherent builds the lasers, fibers, and optical components designed to keep the light used within quantum machines precise enough for sending a signal over a long distance because distances amplify errors or when working with a very small system like used in portable electronics or more and more when working with inherently unstable quantum systems where you need a very high degree of precision in your components. And more recently, Coherent has also specialized in creating the optics that work at the extremely cold temperatures required by quantum systems. Now, if we look at this company's earnings, they are not a pure play quantum stock by any stretch. They're a big mix of data centers and quantum computing. This is a chart of their revenue today. They hit $2 billion in their most recent quarter. And all of this part is just data center and communications. But this company does have around a4 billion in net income. So they're making a lot of profit and as the quantum supply chain grows in importance, the stock is set up pretty well to take advantage of that. Now there is one big risk here which is just segment risk. The vast majority of their revenue right now is coming from data centers around 75% while a lot of their quantum optics are mainly in the research stage companies and some quantum computing labs. So, if the data center market starts to slow, that is going to hit this company before the quantum supply chain reaches a scale that will actually move the needle on this stock. That said, it's a relatively stable grower and I like it as a long-term quantum ecosystem bet. But our next quantum stock is a little bit more of a bet directly on the technology. And after this, I will share my full stock portfolio. But Google is a massive company and their quantum AI division is quietly laying the groundwork for this entire new industry. Google's quantum AI is a research division within the company and they have been a leader in quantum since 2012. In fact, this division graduated from Google X which is their moonshot factory where they have housed projects like self-driving cars, delivery drones, and some of the first AI coded agents. But quantum computing is special for Google. In fact, their CEO even called out that quantum computing today looks a lot like AI from 5 years ago. I would say quantum is there where maybe AI was 5 years ago. So I think in 5 years from now we'll be going through you know a very exciting phase in quantum. >> So Google's plan is pretty simple. They are a massive company and quantum is not going to move the needle directly but they have a huge user base and some of the most advanced AI and so they plan to use quantum machines to make those AI models better. It is a moonshot but it's one that Google has been very willing to invest in. And because this is an early industry, this is one of the ways that I like to play this. I currently own 123 shares in Google, currently valued at $42,000, and that's up a little over 100% overall. But I promise to share my full stock portfolio on screen at the end of the video. So, here it is. And I will also be posting this over on my Instagram, real fintech, along with daily stock breakdowns and news. And if you're interested in quantum computing, I made an entire video dedicated to breaking down the quantum industry today, as well as four stocks that I like, including some more pure play quantum computing stocks.