Top 9 Stocks to BUY NOW (High Growth Stocks)
TLDRIn this video, the speaker shares their top nine stocks to buy now, showcasing their Charles Schwab portfolio which has increased by 25% in three months. They discuss CrowdStrike, a leading cybersecurity company, ARM, a chip designer, and SoFi, a fintech company with significant growth potential. The video also covers PayPal's new CEO and potential turnaround, Monday.com's work OS, Palantir's AI services, NewBank's rise in Brazil's fintech market, and Datadog's digital transformation solutions. Finally, the speaker highlights Google's growth, particularly in Google Cloud and their generative AI model, Gemini, suggesting it could double in price.
Takeaways
- 📈 The speaker's Charles Schwab stock portfolio has increased in value by over $40,000 (25%) in the past 3 months, despite a recent drop of $14,000.
- 🚀 CrowdStrike, a leading cybersecurity company, has provided over a 300% return for the speaker, with a stock price increase of 164% in the past year.
- 💡 ARM, a chip designer, has seen its stock price increase by 109% over the past year, with a unique business model focused on design and intellectual property.
- 💰 SoFi, a fintech company, has grown its membership by 44% year-over-year, but its stock price has not reflected this growth, offering a potentially attractive entry point.
- 📊 PayPal, with a new CEO, is looking to revitalize its growth strategy, which could lead to a turnaround in its stock performance.
- 🌟 Monday.com is growing revenue at nearly 40% year-over-year while maintaining profitability and positive free cash flow.
- 🔍 Palantir, known for its secretive operations, has seen its stock price increase by 188% in the past year, driven by its AI product, AIP.
- 🇧🇷 NuBank, a Brazilian fintech stock, has 90 million users and is expanding rapidly, with a focus on offering the best products and experiences.
- 📊 Datadog, a company providing a unified platform for applications, infrastructure, and security, has a stock price up 66% over the past year and strong free cash flow.
- 🔥 Google, with a market cap of $1.8 trillion, has seen significant growth in revenue and net income, and is investing heavily in AI and cloud services.
Q & A
What is the overall performance of the speaker's Charles Schwab stock portfolio over the past 3 months?
-The speaker's stock portfolio has increased in value by over $40,000, which is a 25% increase over the past 3 months.
Which stock has provided the speaker with a return of over 300% in their portfolio?
-CrowdStrike, a leading cybersecurity company, has provided the speaker with a return of over 300%.
What are the key growth factors for CrowdStrike's stock price increase?
-CrowdStrike's stock price has increased due to its top ranking in Gartner's Magic Quadrant for endpoint protection, its AI native cybersecurity platform, and consistent year-over-year revenue growth of 35%.
What is the investment thesis behind ARM, the chip designer company?
-ARM's investment thesis is based on its widespread use in various devices, its focus on chip design which yields higher margins, and its ability to pivot quickly to new designs for evolving market needs.
How has SoFi's stock performance compared to its business growth?
-While SoFi's stock price has not performed as well as some other fintech stocks, the company has continued to grow its membership by 44% year-over-year and its products sold by 41% year-over-year.
What is PayPal's new CEO Alex Chris's goal for the company?
-Alex Chris aims to drive growth at PayPal without losing profitability, consolidate the company's vision, and point them in a new direction for continued growth.
What is Monday.com's strategy for improving work efficiency?
-Monday.com focuses on improving work efficiency by offering a platform that unifies different ways of team interaction, whether remote or on-site, and continually inventing new ways to make people more efficient.
How has Palantir's stock price performed over the past year?
-Palantir's stock price has increased by 188% over the past year, with two significant jumps attributed to the introduction of their AI product, AIP.
What is New Bank's strategy for growth and customer attraction?
-New Bank aims to offer the best products and experiences to attract more customers, which in turn allows them to gather more data, reduce costs, and offer fees and services that attract even more customers, creating a virtuous cycle.
What is Datadog's role in the digital transformation trend?
-Datadog unites a company's applications, infrastructure, and security through a single pane of glass, allowing leaders to understand what's happening in the company, making their customers more money than it costs them.
How does Google's market cap compare to Microsoft's, and what could potentially change this?
-Google's market cap is just over half of Microsoft's. If Google can catch up or surpass Microsoft in their future AI tools, there's potential for Google's market cap to exceed Microsoft's, especially considering Microsoft's higher price-to-earnings ratio.
Outlines
📈 Stock Portfolio and Cybersecurity Investment
The speaker shares their stock portfolio, highlighting a 25% increase over three months and a $14,000 drop in a few weeks. They discuss investing in individual stocks, emphasizing the risk involved. The focus then shifts to CrowdStrike, a cybersecurity company that has seen a 164% increase in stock price and 35% year-over-year revenue growth. The company's AI native cybersecurity platform and cloud-native approach are praised, and the speaker's personal investment success with the stock is mentioned.
💹 ARM's Chip Design and Market Position
The speaker talks about ARM, a chip designer that focuses on the design aspect, leading to higher profit margins. ARM's chips are used in various applications, and the company has reported record revenue. Despite a significant stock price increase in a short period, the speaker discusses the potential for ARM's growth, especially considering the evolving needs of technology and the company's ability to pivot quickly to new designs.
🏦 Sofi's Growth and Financial Services
Sofi is introduced as a company operating three businesses: financial services, lending, and a technology platform. Despite a lackluster stock performance, Sofi has seen significant growth in members and product sales. The speaker emphasizes Sofi's consumer-focused approach and rapid innovation, suggesting a bright future for the company and its stock.
💼 PayPal's Transformation and New CEO
PayPal's historical growth and current market position are discussed, with a focus on the company's new CEO, Alex Chris. The speaker highlights PayPal's potential for transformation under new leadership, aiming for growth without sacrificing profitability. The possibility of PayPal becoming a turnaround stock is mentioned, with a potential to significantly increase in value.
📊 Monday.com's Work OS and Growth
Monday.com is described as a company that focuses on improving collaboration and work efficiency, with a platform for various work functions. The company's growth, profitability, and positive cash flow are emphasized. The speaker discusses the company's ambitious goal to become the operating system for work and its potential for further growth.
🔐 Palantir's AI and Data Services
Palantir is introduced as a company operating in secretive industries, offering data analytics and software services. The speaker discusses Palantir's products, including Foundry, Gotham, and Apollo, and the company's recent focus on AI, which has led to significant stock price increases. Palantir's competitive position and potential for growth are highlighted.
🇧🇷 NewBank's Fintech Expansion in Brazil
NewBank is presented as a Brazilian fintech company that has seen rapid growth in users and revenue. The company's strategy of offering a comprehensive digital banking platform is discussed, along with its potential to expand beyond Brazil. The speaker shares their personal investment in NewBank and its performance.
📊 Datadog's Digital Transformation and AI
Datadog is described as a company that unites a company's applications, infrastructure, and security through a single platform. The speaker emphasizes Datadog's growth in revenue, customers, and free cash flow. The potential impact of generative AI on Datadog's services is discussed, along with the company's strong financial position.
🚀 Google's Earnings, Cloud Services, and AI
Google's financial performance, including revenue growth and profitability, is highlighted. The focus is on Google Cloud's positive contribution to the company's profits. The speaker discusses Google's AI initiatives, including the Gemini models, and compares them to OpenAI's offerings. The potential for Google's market cap to surpass Microsoft's is mentioned, given Google's progress in AI technology.
Mindmap
Keywords
💡Stock Portfolio
💡Cybersecurity
💡AI (Artificial Intelligence)
💡Fintech
💡Digital Transformation
💡Market Cap
💡Generative AI
💡Cloud Computing
💡Annual Recurring Revenue (ARR)
💡Free Cash Flow
Highlights
The speaker's Charles Schwab stock portfolio has increased in value by over $40,000 in 3 months, a 25% increase.
The portfolio experienced a $14,000 drop in a few weeks, showcasing the risks of investing in individual stocks.
CrowdStrike, a leading cybersecurity company, has provided over a 300% return in the speaker's portfolio.
CrowdStrike's stock price has increased by 164% over the past year, with consistent 35% year-over-year revenue growth.
ARM, a chip designer, has seen its stock price increase by 109% over the past year, with a market cap of $135 billion.
SoFi, a fintech company, is growing at 30% per year but is priced nearly the cheapest the speaker has ever seen.
PayPal, under new CEO Alex Chris, aims to revitalize the company's growth without losing profitability.
Monday.com is reinventing the future of work with a platform for creative design, software development, and project management.
Paler, a mysterious company, operates in secretive industries like banking, medicine, and the military, providing data insights.
NewBank, a Brazilian fintech stock, is rapidly growing and aims to surpass the US banking market.
Datadog, sitting at the intersection of data, AI, and digital transformation, has a stock price up 66% over the past year.
Google, with its recent advancements in AI, added $500 billion to its market cap over the past year.
Google Cloud has become profitable, contributing positively to Google's overall earnings.
Google's generative AI model, Gemini, is closing the gap with OpenAI's offerings.
Microsoft's partnership with OpenAI adds significant value, and its market cap is over $3 trillion.
The speaker's investment in NewBank has been relatively flat, but the company's growth potential is significant.
The speaker's largest investment is in Datadog, which benefits from the trend of digital transformation across industries.
The speaker emphasizes the importance of free cash flow, which is a key metric for determining a company's value.
