I'm LOADING UP on These 5 Stocks In September

If you missed Palanteer, Nvidia, or other massive opportunities in the past couple of years, I'm going to share with you in this video five different stocks that I think are better buys today and rival the opportunities of Nvidia and Palanteer years ago. Some of these stocks are so under the radar, you've never even heard about them. See, on this channel, my only goal is to bring you opportunities before Wall Street figures it out. That is why in the trading community year today we are up 97% and I think the best days are ahead of us. And some of those stocks that are going to give us the best days are the ones we're going to talk about in this video. There is just one favor that I will ask from you guys before we get rocking and rolling here with stock number one. And that is go down to where the like button is and go hit the hype button. Yes, the hype button is completely free and it helps push this video out to an even larger audience that could really benefit from seeing a video like this one. While you're down there, hit the like button as well and let's begin with stock number one. Stock number one is Zebra Technologies. This company brings AI to the real world in real time. They have a forward PE multiple of about 16 with a 5-year forward PEG ratio of 0.58. Anything below one is considered significantly undervalued. But that's really not what's exciting here. It says here, "Zebra Technologies is the global powerhouse behind the physical supply chain infrastructure. If you have ever seen a retail worker scan a shelf barcode, a warehouse robot pull a package, or a delivery driver scan an incoming parcel, you have interacted with Zebra's hardware and asset tracking software ecosystems. The company specializes in enterprise mobile computers and barcode scanners as well as RFID readers and industrial label printers. In short, they act as the physical sensory nervous system for retail logistics manufacturing and healthcare industries globally. Zebra is pioneering physical AI and frontline AI specifically for bluecollar on the ground environments. Zebra is uniquely positioned to monetize AI through three core pillars. The hardware super cycles via AI at the edge. So, Zebra has recently launched these handheld devices and rugged tablets equipped with dedicated neural processing units to utilize advanced enterprise tools. global warehouse networks and retail corporations are being forced to upgrade their legacy fleets driving massive hardware refresh cycles for Zebra but upgrading manual scanning to AI machine vision. So basically without reading this whole paragraph here this is the real world impact. Zebra's AI enabled camera systems are deployed at sorting lines to detect conveyor jam anomalies instantly, saving manufacturers millions by stopping lineowns before they occur. Basically predicting things and outcomes using machine vision. But what's really exciting, those things are great, but what's going to make the difference for the stock is this transition that's currently happening from Zebra being the company that literally sold the physical devices. Yes, they're still going to be doing that, but the software as a service uh provision or add-on to these devices. Zebra is aggressively shifting from a pure hardware provider into a high margin software as a service player. They launched the Zebra Frontline AI suite featuring the Zebra Zebra Companion, an ondevice generative AI agent tailored for physical labor. Here's an example. Instead of a retail or warehouse worker walking back to a computer to check a manual, they can talk directly to their handheld handheld device to instantly pull up corporate compliance rules, cross reference inventory patterns, or automate order routing. And it says here, because Zebra owns the physical endpoint hardware that collects supply chain data, software providers must play nice with Zebra's ecosystem, giving the stock a very durable moat. So this company has 50% market share globally in all of the areas that they provide their services in. Like they are literally the dominant player here. So they have a moat in their legacy business. They have this new software business that launched literally just in early 2026 across, you know, all of their their their platforms, right? It says here, Zebra has since integrated it deeply across its software ecosystems, rolling out expanded features and hardware tie-ins in early 2026. You have a Modi business trading with a PEG ratio of 0.5 and a forward PE of 16 that are going to be that's going to be a big winner in AI that's priced like a typical industrial stock rolling out software services that are going to raise the margin profile over time of Zebra. It's a clear winner in my view and it's a stock that a lot of people don't even know exists. The stock is $362 per share today. Its all-time high was $615 per share in 2021. And I think this stock is set up to do very well. Its current market cap is about $16 billion. So, it's not a large company. It's not a small company. And I think it's a sweet spot for where you want to be looking right now in portfolios. And if we take a look at institutional ownership in Zebra Technologies, while it did dip at the beginning of this year via the SAS apocalypse, the stock has since seen institutional activity hit the highest levels in company history. So that's a good sign. Stock number two on this list is Apploven. Apploven has a forward PE of between 15 and 18 and a forward peg ratio of 0.3 to 0.6. The stock is significantly undervalued. So if you don't know what AppLovven is, Apploven is a high margin software advertising platform. This company has 64% net profit margins. It is in the top 1% of the most profitable companies in the S&P and management expects that to stay that way. Now basically when a software developer wants to monetize a mobile app or a brand wants to acquire new digital users they use app and the platform handles the underlying realtime bidding user targeting and ad placement and performance analytics to maximize return on ad spend. They have the Axon 2.0 AI engine. Apploven's massive growth acceleration was kicked off by launching Axon 2.0 a highly advanced artificial intelligence recommendation engine. Axon uses deep learning to calculate real-time value distributions. It instantly predicts which use which specific user is most likely to click, download, or purchase from a specific ad format. Because the AI matches ads with targeted users with unprecedented accuracy, advertisers achieve a massive 2 to 5x increase in efficiency. As advertisers see higher uh profits, they automatically pour money more money back into AppLoven's ad ecosystem, creating a powerful compounding feedback loop. While historically tethered to mobile games, Apploven recently launched an AIdriven self-s served platform that allows them to scale beyond gaming. They are deploying their machine learning models into e-commerce, advertising, and connected TV. This expands their total adjustable market as evidenced by a massive 28% growth spike in their uh consumer vertical during their recent earnings report. And that's really where the opportunity comes in right now. I mean, Apploven's trading with valuations that are sickening, sickeningly low. The company just grew revenue at 53% in the latest quarter. The valuation makes no sense at all. The reason is because they missed a little bit on earnings. But the company is growing from a hundred billion dollar total addressable market today to a $600 billion total addressable market with connected TV and their web advertising. This company is in a structural pivot that will allow them to one day be a trillionoll market cap business. That's not my words. That is from the literal management of the company. They expect to be a 70 billion revenue business with 80 plus% gross margins and over a trillion dollar market cap. The company has around a hundred billion market cap today. And because their latest earnings missed estimates by about $20 million, the stock dropped from the 600s into the low30s. And this is simply an asymmetrical opportunity right now. That is literally AI native. Management thinks over the next 10 years or so they will be a trillion dollar market cap. That is a 10x from here. Even if they are half correct and they only 5x that is a massive outperformance in which this company already has a massive moat that is basically bulletproof in their existing business. The question is, can they execute to grow this ad engine into connected TV and web advertising? And the short answer is yes. They demonstrated that on their last earnings, but it's not something that happens overnight. It's going to take some time to compete with the Metas and the Googles of the world. Apploving is also seeing institutional ownership sitting at all-time highs following the recent stock selloff. Stock number three on this list is UiPath. UiPath has a forward PE multiple of between 19 and 23. Forward PEG ratio of 0.65 to 0.95. These numbers are now a lot lower since the stock fell about 16.5% on Friday. And I've had a lot of people ask me about this one because I've been publicly long this one on the channel for, you know, ever since the stock was like 10 to 12 a share. The stock sitting at about $15 per share. It rallied to about 20 but sold off after its latest earnings. And people are really not understanding UiPath right now. Now, UiPath in their legacy business has designed software bots that mimic human actions on a computer screen. But the company really why I'm bullish on the company is for their agentic automation, specifically their Maestro platform. So, let's all understand this. In order for a company like Walmart to adopt AI agents that are going to be adopted, that will be very useful for massive companies out there, you have to have guard rails in place, human oversight, cyber security built in. So you have to use an orchestration platform. The problem is UiPath they benefit from their you know 80 plus% um penetration into Fortune 500. They actually benefit when those companies adopt AI agents in mass. So a lot of people look at like Enthropic that has seen this blistering revenue growth and they say why is UiPath not seeing blistering revenue growth? They're doing just fine. They're beating. They're executing. They have 83% gross margin, some of the best gross margins out there in the market. But they're like, why is UiPath not also been benefiting in a similar way? It's because there's bottlenecks here. Walmart is not massively adopting AI agents at this point. They can't they have a lot of unstructured data. So companies up to like 90% of their data is unstructured in data silos. companies have to restructure their data first before they can ever implement you know hundreds of automations you or you know string together hundreds of automations in thousands of different applications right like a a Walmart is is not ready to adopt this technology it's not that they're not going to they're not ready to so UiPath they are a company that benefits in the later stages of AI by later stages. I mean like second half of 2027 through 2032 is when AI agents will actually begin to be deployed in company operations like AI agents are not massively being deployed right now. It it's going to take some time. You know even Sam Alman with OpenAI said that AI adoption has went slower than he expected. It's because of the bottlenecks, right? You can't deploy AI agents freely into your company with unstructured data everywhere. You have to structure things. You have to get ready for AI agents. It's not something that you can, hey, I'mma call up UiPath and and have, you know, hundreds of AI agents deployed by next week, right? It takes a while. You can theoretically call up UiPath and deploy agents, you know, within days or weeks, but you have to do a lot of internal company work before you can even deploy AI agents. So, it's it's something where Wall Street was expecting the company to put up AI results in which UiPath's customers, they're not in a place where they can massively deploy AI yet. And for UiPath, which rallied like 40% in the past month heading into their earnings, it it just wasn't good enough to drive additional upside on top of that rally. But this is why I really like UiPath, especially at $15 per share over the next 12 to 24 months, because the moment is coming where you will see the mass enterprise adoption of AI agents and specifically UiPath's Maestro platform. But we're simply just a little too early right now. So again, this is the problem. This is like the Scurve, right? We are right here in 2026. There's not a lot of agent activity out there freely in enterprises because enterprises they're not at a place where they can just deploy AI agents in mass in their company, right? 2027 things are going to get better. 2028 things are going to get even better. You really begin to ramp between like 2029 and 2033, right? The jumps get massive. Just the jump between, you know, uh, 2030 to 2031 is like double the amount of agents you have in 2026 just in a one-year period from 2030 through 2031. So, when I'm thinking about AI agents and how to play this and who's going to benefit, yes, a lot of companies are going to benefit, but UiPath is going to have a seat at the table. The problem is not UiPath specific. The problem is companies are not ready for AI agents in mass. So when I'm thinking about a company that's trading at a really low valuation that has that is has a history of executing and dominating in their market that is founderled that is kind of in a weird position right now where AI's taking off but AI agents they're not at that place yet. It's like the lagger that's going to catch up and have exponential growth. That is UiPath. So UiPath doesn't have a specific company problem. The entire market like the real world is not ready for the tech yet. But as you can see on screen, it's coming. And from a markets perspective, the markets price in things before they actually happen. So following the 16.5 12% decline in UiPath, even though my cost basis is around $12 per share, this is something that is starting to look more interesting, especially if the stock does drop back into the 12elves or the 13s or maybe even lower than that. That's where I think you really have an asymmetrical opportunity. UPath now has a market cap of just under $8 billion following their selloff on Friday. And I think this company one day will be a hundred billion business. But it's that's a 5 to7year time horizon from here. UiPath has seen a surge in institutional ownership in the stock again at an all-time high as well. Stock number four is Rubric. Here they have a PE multiple in the 200 range with a price to sales multiple of about 10 12 to 12 1/2x which I know that sounds crazy but if you look at the price to sales multiple it's actually cheaper than Crowdstrike and PaloAlto although Rubric just grew revenue in their latest quarter at 42.4% and Crowdstrike only grew theirs at 31 to 33% and PaloAlto between 12 and 15%. So Rubric trades at a discount versus the growth that they put up in the sector. Also Zcaler, that's another one that's sort of comparable to Rubric. Although Rubric's and its own kind of niche within cyber security, Zcaler is another interesting opportunity within cyber. Rubric operates in the zero trust data protection and backup space. So rubric kind of takes the approach of look you are going to be breached and rubric is typically used with other cyber security uh tools right like a crowd strike. What rubric does is they can go in to your company at the exact moment a cyber attack happened take out that cyber attack that vulnerability back up your business so you continuously run. So theoretically, Nike could have a hundred cyber breaches a day, but it wouldn't affect their business, right? Versus if you don't have Rubric and you get cyber attacked once, the cyber attackers can just hold your company for ransom and, you know, ask for a billion dollar payment or whatnot. Rubric prevents that. It's basically insurance. In the AI world, that's a must-have. It's it's no longer optional. So it says here, AIdriven threat hunting and blast radius mapping. When ransomware infiltrates an enterprise network, it doesn't execute instantaneously. It hides for weeks, quietly encrypting files. Rubric deploys embedded machine learning algorithms into its backup architecture to automatically scan snapshots over time. It flags anomalous file changes, identifies exactly when the malware slip past traditional defenses, and instantly draws a blast radius map, showing engineers exactly which data remains clean and safe to restore. Historically, recovering a compromised enterprise network took weeks of manual data rebuilding. Rubric leveraged leverages specialized AI automation blueprints to orchestrate recovery simulations. Their platform isolates infected data silos, cleans the safe code, and spins up alternative clean virtual clouds instantly, minimi uh minimizing costly operational downtimes during a live crisis. Rubric has formed exclusive infrastructure partnerships with AI heavyweights like Microsoft and Google. Rubric currently has a market cap of about 19.5 billion dollar and they have a gross profit margin which is about 68% but scaling up to 76.8% on non-GAAP adjusted subscription basis. So wow it is a very profitable company. They have a gross margin of 70 to 77%. This company is a cash cow. So again, this is one of those companies that looks expensive today on a PE multiple basis, but is going to be cheap over time. Um, I forget who it was. Maybe it was Stanley Drunkamiller or Paul Tudtor Jones famously once said, "I don't need an analyst to tell me when a 10 PE stock is cheap. I need an analyst to tell me when a 40 PE stock is cheap or 200 PE stock is cheap." Um that's the situation with Rubric this stock two years from now you'll be like damn 200 PE multiple that was cheap in in my view of course and Cyber kind of trades in its own valuation category in which Rubric passes the test versus Palo Alto and Crowdstrike and others in that regard. Now again Rubric was a victim of the SAS apocalypse back earlier this year. The stock climbed from the 40s and 50s up to 108 was the recent all-time high. Following earnings, the stock sold off a bit. It came down to its 50-day moving average, found support at about $86 per share. It's bounced a little bit in the past couple of days. Kind of like UiPath, you know, the stock just went up like 50% in a month into earnings. Nine times out of 10, you're going to get a little bit of postearnings selling after that happens. The stock was down 13% in the day following earnings. But again, it was an A+ report. It was just profit taking and I do think Rubric has a very strong future ahead of us. Especially again in conjunction with what I said about UiPath and AI agents being deployed and all of that. AI agents being deployed directly again feeds into Rubric, right? more surface area, more vulnerabilities means more of a need for rubric and more demand will be coming into the future. This is this is not one of those situations where oh we had a moment you know if you are bullish on AI you almost have to be bullish on cyber security and I do think this company one day will be a 200 plus billion dollar market cap. Rubric has all-time high institutional ownership that has really been growing slowly and steadily ever since the company IPOed in 2024. Now, I do have six bonus stocks that I'm just going to share the valuations with you after um Tesla. Tesla's number five, okay? But I do have some bonus stocks. So, uh stay tuned for that one. Tesla has a forward PE multiple of around 150 to 180, a PEG ratio of about 4 and a.5 to 7. Again, not a cheap company on traditional metrics. But Tesla, look, if you're bullish on the AI infrastructure being built, you have to be bullish on Tesla, right? If if Tesla does not succeed with humanoids, nobody else will, right? If Tesla can't do it, nobody can. why Tesla has the manufacturing, the expertise, the resources, the the capital to make it happen. The thing about humanoids and robotics is if you're a Figure or Boston Dynamics, yeah, sure you can jerryrig some robots together, but creating supply chains for thousands of different parts for robots that do not exist right now is an almost impossible task, right? You have to have incredible amounts of capital, incredible amounts of expertise and manufacturing capability. It's very difficult to do that. Now, why do I say if you're bullish on AI, you kind of have to be bullish on Tesla? Well, if we're going to spend 10 plus trillion dollars on AI in the next 5 years, that's kind of the the estimates right now. uh five to 10 years. I mean, you're gonna need humanoids to use some of that compute or the digital world is just not going to support those kind of investments like AI agents and some of these things. There's not going to be enough demand for those to really make trillions, tens of trillions of dollars of capex profitable. You need humanoids. Okay. So while Tesla does trade at a high multiple, you have to like Tesla has to be successful with humanoids and I do think they will be. Now what's interesting about Tesla and humanoids is the opportunity is so large. So it's it's going to look slow until it doesn't. Right? We are expecting Optimus to be produced and sold later this year and that to ramp up next year. What about 2028? 2028 through 2030 is when you should really start to see the Optimus sales compound. That's when you should see PE multiples come down and PEG ratios come down and Tesla grows into its valuation. I think I think over the next 5 to 10 years again the opportunity is 30 to 100 trillion. You almost can't put a number on the total addressable market of unlimited labor, right? Um Tesla will surprise everyone in the way that they are successful with humanoids. Not to mention the robo taxi or the energy products or the again cyber cab that just launched or the Tesla semi that is uh launching right about now. Um there's a lot of other things going on for Tesla as well, but it's really about Optimus. Do you think Optimus is going to be successful or not? Now again, as I said on the channel, when it comes to Tesla or even something like Rubric with high PE multiples, you you can't afford to see fundamental slippage, right? You can't afford to see Optimus delayed another year. That's going to hurt Tesla's stock a lot. Or if Rubric has a really bad quarter or something, which I don't think they ever have. Their numbers are always just blowout good. But if it happened, that's the biggest risk for some of these really high valuation stocks. High valuation on paper, right? They're growing into their valuations. And I do think Tesla could be a 10x opportunity over time as well, or even maybe larger. Again, it just depends on Optimus and where things go. There's also merger talk between SpaceX and Tesla, and maybe that happens one day, too. So either way though, I do think there's quite a bit of upside for Tesla, assuming they continue on this trajectory to build, sell, and deploy Optimus robots. This one might actually surprise you guys as well. Tesla's institutional ownership has also been surging ever since the SAS apocalypse when there was a little bit of depositioning in the stock. You are now at the highest levels you've ever seen in Tesla's history for institutional ownership. Now, I got some bonus stocks for you. Palanteer, 80 80x PE multiple, 1.7x PEG. Again, I I think Palanteer is going to be a big winner. Not cheap, not as expensive as some of the ones that we had here, but it is like a $4500 billion business, so it's already quite large. Palanteer though, solid choice. Reddit uh PE multiple of about 30 a one peg. I think Reddit will be a big uh winner in the day and age of AI and I am not opposed to adding some positioning especially if we do have a rough September. Number three, Blumen Brands. They have a six PE multiple. This is the company that owns four chain restaurants, but most notably and most wellknown is Outback Steakhouse. Okay, this is a play on the consumer picking up. I don't think eat dining in restaurants are going away anytime soon. Stock is very cheap. Again, it's cheap for a reason. They they they cut the dividend in the last year, right? So, there are some risks associated with it, but dirt cheap. Royal Caribbean trades at a P multiple of about 13. They have a 1.07 PEG. Again, the company is doing very well. They now pay you about a 2.3% dividend per year, about $6 per share per year. And uh I think the company's set up to do very well with the travel theme. I don't think travel's going away anytime soon. Stock number five here is Uber. PE multiple of about 17. A six peg. The the peg at six is really a function of declining earnings because they're making a lot of investments. So if you look at the PE multiple at 17, it doesn't look as scary as a PEG ratio of six. a ultra risky, high-risk, high rewards stock here. Again, Bloom and Brands is one of those as well. But Sweet Green forward price to sales multiple sitting at about at about one via the parasite that was going around. You know, that really hurt the stock. Uh they were set up to do very well, I think, this year. Um expectations are bottom of the barrel at this point. This is a company where expectations are low. They could surprise better than expected now that the parasite is gone and you're seeing a lot of those fears kind of uh slow down and die down. High-risk, highreward kind of stock though. I mean, the stock could triple this year or fall another 50% in the next four months. So, yeah, not a recommendation there. But I I do own some sweet green. Ladies and gentlemen, let me know your thoughts on these stocks, which ones you may own and which ones you find interesting. Hit the like button. Consider subscribing to the channel if you made it to the end of today's video. Hit the hype button on your way out as well. If you guys want to come trade and invest alongside of us, that link is down below in the description of today's episode or in the pinned comment. Have a fantastic rest of your evening and I will see you in the next