5 Best Stocks to Buy Now (I'm Still Buying Despite the Market)

Finance-focused summary (markets, strategy, stocks mentioned)

Market / macro backdrop & valuation

• S&P 500: up about 11.4% over the past month, with the cited low around 6,300 (Mar 30, 2026) and a rise to 7,300+ in just over a month.
• Q1 2026 earnings strength: 84% of S&P 500 companies beat estimates, vs. 78% (5-year avg) and 76% (10-year avg).
• Earnings growth: companies growing earnings about 27% YoY, with the beat rate described as the strongest since 2021.
• Valuation caution:
  • Trailing P/E ~31–32 (described as above the long-term average).
  • Schiller CAPE > 39, suggesting potential overvaluation.
• Key belief / caution: stretched valuations don’t automatically cause crashes—catalysts (credit/liquidity/systemic shocks) are what typically drive major drawdowns.

Rotation thesis (“what to watch”)

• The speaker expects a sector rotation after large leadership runs.
• YTD sector performance cited:
  • Semiconductors: +65.7%
  • Energy & utilities: +32%
  • Software: down about 20.7% (~21%)
• Positioning message:
  • The speaker isn’t abandoning semis, but instead is selectively trimming and adding only on dips.
• AI bull case (from a referenced macro commenter):
  • Belief that the AI bull market may have another 1–2 years of runway, driven by continued capex and infrastructure demand.

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Portfolio / risk management framework (explicit methodology)

The video describes a repeatable approach:

Net-seller / trimming strategy (risk control)

• Speaker claims to be net seller now while still being about 90% long in stocks.
• Plan: trim winners faster than adding, but don’t liquidate.

“House shares”

• Example: AMD 600 shares → trim 100, keep 500 as “house shares” (profit-protected exposure).

Add only on dislocations / ranges

• Use DCA (dollar-cost averaging) at specified lower price levels (often referencing chart-based “support/S3” levels).
• Belief: bottoms are hard to time—buy a range, not one exact price.

Fundamentals over headlines

• Most selloffs are described as driven by sentiment/FOMO, not business deterioration.
• Guiding principle: “Bad headline ≠ broken business.”

Caution on thematic ETFs

• Thematic/sector ETFs can underperform due to mixed holdings and money-chasing behavior.

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Tickers / instruments mentioned (with key numbers & recommendations)

Broad index / valuation metrics

• S&P 500
  • Cited level: ~7,300+
  • Trailing P/E ~31–32
  • CAPE > 39
  • Up ~11.4% in the past month
• Semiconductor ETFs (benchmarks/context)
  • SOXX: up about 160% YoY
  • SMH: up about 146% YoY
• Software/tech context
  • IGV: down about 7% past year, and down ~10.6% YTD (contrasted with semis)

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Sector rotation / AI-adjacent example

ServiceNow (NOW) — core example stock + earnings catalyst

• Partnership cited: ServiceNow partnering with Nvidia for AI agent governance/visibility.
• Speaker’s view:
  • Stock around ~$94 (described as ~$100 or less for DCA).
  • Valuation targets: at least ~$125, possibly $150.
  • Analyst targets: lowest ~$91, average ~$142, highest ~$236 (framed as about ~51% upside from current levels).
• Earnings/operational metrics:
  • Subscription revenue +22% YoY
  • Beat high end of guidance
  • Mentions ~$27.7B RPO (remaining performance obligation)
• Plan:
  • Buy around $100 or less (DCA), framed as an “opportunity” amid AI-sentiment expectations.
• Extra expectations referenced:
  • CEO Bill McDermott: revenue could double by 2030 driven by AI.
  • Speaker’s interpretation: subscription revenue could rise from ~$15B to ~$30B by 2030.

“Not financial advice” language appeared when discussing timing/buys.

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Stock #2: post-earnings momentum + high retention

Axon (AXON) — earnings reported “last night”

• Guidance raised; stronger topline across:
  • US public safety
  • International
  • Enterprise/commercial
• AI bookings:
  • AI bookings up ~140%
• Recurring revenue / flywheel:
  • 125% NRR (net revenue retention) highlighted as a key indicator
• Model:
  • Combination of software + hardware (e.g., taser/body cams plus platforms/services)
• Price/action targets:
  • Stock sold off after a “software narrative.”
  • Cited low: ~339
  • Speaker preference: ~$350 or less, likes up to ~$450 or less for DCA
• Long-term horizon:
  • Belief: could reach ~$800 by 2030 or sooner (about 3.5 years, described as roughly doubling from ~$400 to ~$800).

“Could be wrong / not financial advice” disclaimer noted.

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Stock #3: consumer discretionary slowdown + valuation + short interest risk

Wingstop (WING)

• Macro/consumer caution:
  • Restaurants show slowdown; speaker ties it to consumer stress and inflation (e.g., gas).
  • Market is described as forward-looking 6–18 months.
• Business/earnings context:
  • Same-store sales growth flagged, with slippage.
• Valuation & price trend:
  • P/E ~32
  • Down ~49% over the last year
  • 52-week high ~$388 called “too expensive”
  • Current price cited around ~$137
• Risk management / catalyst:
  • 13.5% short interest could imply either a short squeeze or continued downside.
• Recommendations / levels:
  • Likes DCA at ~$150 or less
  • Deeper zone referenced: Fibonacci S3 ~ $107.91 (could go lower)
  • Downside reference used: ~$95

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Stock #4: speculative energy drink growth + valuation metrics

Celsius Holdings (CELH)

• Earnings surprise:
  • Non-GAAP EPS $0.41, beat by $0.12
  • Revenue $782.6M, beat by $21.97M
• Growth:
  • ~138% YoY revenue growth
• Market context:
  • Said last year was roughly flat/down ~64% but up ~117% over 5 years
  • Speaker bought around ~$33 and change; noted subsequent gains shortly after purchase timing
• Valuation (as stated):
  • “Gap P/E” ~22
  • TTM shown in subtitles around 130 (unclear if it’s P/E or another multiple)
  • Forward P/S ~2.5
• Profitability & scale:
  • ~51% profit margin
  • ~$72,000 net per employee (as stated)
• Technical levels / DCA:
  • Wants $30 or less, but didn’t get it; still buying due to earnings strength
  • Chart levels mentioned: S3 ~ $28 and prior S3 ~21 (subtitle inconsistency noted)
  • If it drops to $25, he said he “wouldn’t want people to hear the end of it” (regret-risk framing) but still bought despite not perfectly timing
• Position sizing:
  • Not heavy: 1–2% smaller position as a speculative/diversifier outside tech
• External narrative:
  • Mentions Alani Nu distribution/acquisition integration and Costco availability
  • Claims a material contribution from Pepsi partnership
  • Discord attribution referenced: Alani Nu is half of the revenue Celsius is making
• Disclosures:
  • “Not financial advice” and a caution about copy trade (tied to Discord mention)

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Stock #5: high-conviction long-term fintech/e-commerce in LatAm (earnings tonight)

MercadoLibre (MELI)

• Framing / thesis:
  • “Amazon of Latin America” / “PayPal of Latin America”
  • Tailwind: underbanked/unbanked population; marketplace + payments flywheel
  • Competition noted (including Amazon), but speaker claims MercadoLibre has defended its position
• Market cap & valuation (as cited):
  • ~$93B market cap
  • “38 GAT 4P ratio” (subtitle unclear term; presented as a valuation multiple)
• Price / upside targets:
  • Current price cited: ~$1,852
  • Analysts: lowest ~$2,015, highest ~$3,000, average ~$2,450
  • Upside from here: about ~32%
• Earnings expectations:
  • Analysts expect revenue around $8.3B, up ~40% YoY
• Plan (conditional adding):
  • Not adding right now
  • If it beats and rips, hold
  • If it sells off, prefers ~$750 or less to add shares (lower is better)
• DCA/air-pocket example:
  • Mentioned a dip earlier in the year to about ~$1,593 as an opportunity
• Time horizon:
  • Emphasizes 5–10 years

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Disclosures / disclaimers explicitly stated

• “Not financial advice.” (appeared during stock-buy/timing discussions)
• Caution about not copy trading (referenced in the Celsius Discord context)

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Presenters / sources mentioned

• Presenter: YouTube channel host (no name shown in subtitles; referenced as “Fired Up Wealth”).
• Named third-party/source referenced:
  • Paul Tudtor Jones (macro/Discord commenter regarding AI bull market timeline)
• Named community / Discord contributors (by reference):
  • Azie Pete (Axon-related discussion/website flywheel)
  • Eric (watch list reference)
  • Derek (Alani Nu / Celsius revenue-growth attribution)
  • Bill McDermott (CEO of ServiceNow; referenced for AI revenue/doubling expectations)