In this video, I have five stocks for

you to buy right now for August 2026

that I have done countless hours of

research on. And the one that I have

sitting at number one just became, in my

opinion, the cheapest way to own the

entire AI boom, especially given how

much the AI stocks have recently pulled

back. While everybody is staring at the

wrong names, I'm looking at where the

opportunities are. My name is Henry. I

spent years on Wall Street. I worked for

Goldman Sachs. And this video is

educational purposes only. I'm not a

financial adviser. So, I pulled the five

names, the five stocks, did a lot of

research, and something genuinely

changed in the last few weeks that I see

an opportunity within each one of these

stocks. Let's not waste any time. I'm

going from five to one on conviction and

position size for me. Starting off with

number five, which is Netflix. As you

can see on the screen, this stock got

absolutely punished after earnings. As

of Friday close, you can see just how

devastating this stock has taken a

crash. There's a very fresh story in the

list that I had to add. A year ago, this

was an untouchable stock. Like a golden

child. It was trading for around 63

times earnings, which honestly in

hindsight seems like way too much. And

as of right now, it's down 45% from that

high, near $70 per share at about

something like 21 times forward

earnings. So, the price nearly got cut

in half and the nosebleleed valuation

came all the way down to just normal

levels. Now, here's what actually

happened on Friday. Because from the

reaction, you think it was a

catastrophe. Revenue was up 13% to about

12.5 billion. Margins were north 33% and

guidance for the next quarter came in

just a touch light and the biggest issue

was the forward guidance coming in at

just light actually really upset

investors because now it's very clear

that Netflix is not growing

internationally as much as investors had

hoped they would. And that is the whole

crime right there because expectations

are completely different from what

actually happened. Even though the

business had a growth of 13%, the

guidance was way too soft. And 13% is

not enough in comparison to what they

used to grow at. Now, the biggest reason

I'm excited comes down to one number.

The market is completely glossing over

and it's the advertising business.

Netflix ad tier now reaches more than

250 million people every single month.

And ad revenue is on track to roughly

double to about 3 billions this year.

And that's exactly why Netflix isn't

really reporting all the numbers that

they used to. I was looking into their

watch time and their watch time per user

has gone down significantly from 2 and a

half hours per day. Now it's 1.7 hours

per day. But the reason that they're not

actually including how much money they

make per subscriber right now is because

it's getting very tricky. They're now

starting to make a lot of money from ad

revenue. So it's more difficult to

track. Think about what ad revenue

really is. is it's one of the highest

profit margin businesses of all because

you're showing ads and essentially

everything that you make is practically

pure profit. Now, the skeptics, they're

starting to flip the side of things.

They're looking at subscriber growth and

they see that it's cooling and I

genuinely think that is a really big

issue for Netflix. However, another

piece of the story that I'm seeing on

the flip side is that advertising

revenue is now becoming a booming

business for them. So while many

investors are staring at the subscriber

line which yes Netflix has gone to 300

million users and it has not really

grown that much that quickly as they

have scaling up until 300 million users.

So it's basically like a logarithm.

They've grown really fast and now it's

pretty much really slow for them. So the

bull case for me is that simply this

stock has pulled back enough to where it

is now attractive and that's why it's

fifth on my list. The ad tier has to

keep compounding at 30 plus% per year

for the stock to become very attractive

and to come back to h 100 plus dollars

per share again. I think that's

possible. But we also need to understand

how the competition is playing out right

now because people get this flat wrong.

Everybody thinks that Netflix rival is

Disney. It's really not. It's actually

the platform that we're on right now.

It's YouTube. That's who Netflix is

actually fighting. They're fighting with

YouTube. And now YouTube viewers watch

more YouTube per day than Netflix users

watch Netflix. If you only write down a

few numbers on Netflix make it these

revenue growing 13% operating margin

around 33% roughly $325 million

subscribers 250 million plus people on

ad tier that is the part that I'm most

bullish on. Ad revenue nearly $3 billion

in doubling in four PE ratio around 21.

So cheap. It's basically in line with

S&P 500 and now just trading alongside

with Google and Amazon and with all the

other MAG7 stocks and I actually think

now it's fairly valued. So I think in

2027 this stock could be $100 per share

if they continue to execute on their ad

tiers. All right, let's go to the number

four stock. This one is Uber. It's

cheap, it's hated, and a lot of people

are wrong about robo taxis. So Uber it's

here for the exact reason that Netflix

is here. Netflix was loved and it

finally became very cheap after a

massive sell-off. Uber is really cheap

right now as well and it's pretty hated.

As you can see, this is the year-to-ate

return on Uber stock right now. The

thing it's hated for is a fear I think

is wildly overblown. This is the most

misunderstood stock from the entire

list. So, let me give you the business

first because it's a lot stronger than

the stock price is telling you. Last

quarter, gross bookings, that's a total

dollar value flowing through the

platform, was up 25% to almost $54

billion. It threw off literally about

$2.3 billion in free cash flow in a

single quarter, and it bought back $3

billion of its own stock in that same

quarter. Now, buying back your own stock

is essentially financial engineering.

I've discussed it multiple times on this

channel, but when a company buys back

its own stock, that creates more

scarcity for the market and actually

drives the value of their shares higher

because there's less shares outstanding.

That's a very important strategy,

especially for a stock that's not really

being loved by investors. Essentially,

the company saying, "We love our own

stock. We're going to come in and buy

our own shares with the cash that we

have available." So, what on earth is

everyone really afraid of with Uber? And

that is robo taxis. That's the whole

bare case in a single word. The fear is

that self-driving cars like Whimo, Tesla

just cut Uber out of the middle entirely

and they run their own apps. Now, late

June when Whimo and Uber ended their

Phoenix partnership in Whimo pulled its

cars back onto its own app, investors

had to double take. The bears took that

and they sprinted. They're basically

saying, "See, self-driving guys, this is

not going to go as directly to Uber's

cash flow as most investors are

believing it is." But here's what I

think the market is missing and the

biggest reason to be excited. Uber isn't

just sitting still. It's turning itself

into a neural network for everybody's

self-driving cars, committing something

like $10 billion across partners with

Lucid and Rivian to build out its own

robo taxi fleet. And here's the part

that bears keep forgetting. Even a

Whimo, even a Tesla needs one thing Uber

already owns, which is demand. Demand is

the most important part. I talked about

this many times with SoFi, with

Palunteer, that these companies that

have made it to these big valuations

have done so through demand. For

example, Palanteer has done so through

being partnered with the government and

having many government contracts. SoFi

has become a giant company despite

having so much competition from

traditional banks because they have

excellent marketing. Every company needs

a competitive advantage and Uber has a

massive one which is they already have

current demand. 199 million people

opening one app out of pure habit every

single day. So a robo taxi sitting empty

on a parking lot makes nobody a dime.

But Uber can fill that seat the second

the car is free. Then there's the piece

that nobody's really pricing in at all.

And it's around the same theme that we

just heard from Netflix. A hidden

advertising business already running

past a $2 billion revenue rate and a

very fat margin. So here is a long-term

bullcase as I personally see it. So

nobody wins self-driving upright. The

market stays very fragmented as many

other industries are very similar to

that and Uber becomes a demand and fleet

operating layer that every robo taxi

company plugs into stacking high margin

advertising and membership money on top

while cheaper self-driving rides

actually grow the whole market. For that

to work Uber's multi-partner network has

to fill course faster and cheaper than

Whimo where Tesla can scale alone. And

the ads in Uber 1 have to keep

compounding that rate. Right now, my

opinion is that Uber is 25% undervalued.

I also made a video not that long ago of

Nancy Pelosi actually buying call

options on Uber. They were leap options

going out into 2027. So, I think Nancy

might know something that we don't know.

You know what I mean? Anyways, let's get

into the third stock, which is Amazon.

And has earned it spot because one

single number just broke a trend that's

been hanging over the stock for years.

For as long as I can remember, the

detractor for Amazon was that AWS, the

cloud division, the real profit engine

of the whole entire company, was really

slowing down. Every quarter, a little

more acceleration. Last quarter, AWS

grew 28%. That is the fastest growth in

about 15 quarters. And it didn't just

stop slowing down, it actually

reacelerated. As you can see on the

screen right now, this is the growth of

AWS as a business. Now, total revenue is

up 17% to about $181 billion. operating

margin at around 13%. And guys, I

discussed Amazon before. Literally 5

years ago, Amazon had a profit margin of

5% and now it is 13. So, Amazon is

quickly becoming a more profitable and

efficient business. A lot of this is due

to AWS. AWS and advertising are Amazon's

two most profitable businesses by a long

shot, and they're both growing faster

than the low margin retail side of the

business. The ad business alone did $17

billion in a single quarter, up 24%. And

the biggest reason that Amazon is

succeeding so much in advertising is

because people come to Amazon every

single day looking for products. And the

businesses on Amazon are looking to make

money or willing to spend a lot of money

on ads to get their products in front of

the right customers. In terms of

competition, Amazon is fighting a war on

every single fronts. Unfortunately for

them, Microsoft Azure, Google Cloud in

the cloud business, Walmart in retail,

Google in Meta in advertising, and

Nvidia on the chip side. Yes, Amazon's

also in the chip business. So, what does

Amazon do better than all those giants?

Really, the answer is breath and

integration. Nobody else on the planet

spins the number one cloud, the number

one US e-commerce operation, a top three

ad platform, custom silicone, and the

best logistic networks on Earth, all

under one single roof. all feeding into

each other. This is actually what I'm

very bullish on Amazon because they have

the entire ecosystem. All right, let's

get to the number two stock which is

Palanteer growing at 85% while this

stock is actually still falling.

Palanteer being as low as $108 per share

this year was absolutely wild. I had

told you guys on this channel if you're

subscribed, you've been watching my

videos that Palanteer was very

undervalued. Now, the stock has

recovered, but I still think there's a

lot more room to go. So, Palanteer might

be the single most fascinating stock in

the entire market right now because two

completely contradictory things are true

at the same time. The business is

accelerating very hard and the stock has

literally been falling to 52- week lows

not that long ago within the last 30

days. So, your whole job as an investor

is to figure out which one of those is

the market wrong on. Okay, let me hit

the business numbers first and then you

can make your own kind of conclusions

from there because for a company this

size, they're honestly a little

ridiculous. Last quarter, revenue grew

85%. Literally 85%. That's the fastest

growth in the company's entire history,

and it's actually speeding up, not

slowing down. Their US commercial

business, meaning American companies

buying AI software, grew up 133%. They

put up something called a rule of 40

score of 145. And a quick context on

that is the rule of 40 says that a

software company's growth rate plus its

profit margin should clear 40% to be

considered great. So 145 is a different

galaxy entirely. They're also doing all

of this while being gap profitable and

generating over $900 million in free

cash flow in a single quarter. That's

the biggest reason that believers are

excited with this company. It is growth

in profitability at the same time, which

is very rare to find and is of course

the reason why Palier has such a high PE

ratio. On the screen right now, you can

see the PE ratio, which is not cheap.

However, a PE ratio doesn't tell us the

full story because it doesn't really

account for growth. Palanter actually

trades something like 38 times forward

sales and around 85 times forward

earnings. As you can see, the forward

numbers continue to drop rapidly. And

the reason why they're dropping so much

is because earnings can go up a lot

faster than revenue can go up. So, the

PE ratio can drop very dramatically even

within a single year. I think one of the

bigger issues with the stock is not

really the growth. A lot of people

understand that Palanteer is growing.

They have a very sticky business and

they have very good relationship with

the government as well as even the

commercial sector. One thing that bears

are really sticking to is the stockbased

compensation. The bears are screaming

this for years and this is a significant

issue for Paliter. It dropped to about

12% revenue and it's actually down 20%.

So those numbers are getting better. In

plain terms, the company is finally

growing into its dilution instead of

driving in it. So here's my personal

take. The business is accelerating 5%

growth at real scale while the stock is

still falling. And at just 30 plus%

through 2028, I think this year's

selloff is going to look like a gift in

the rear view mirror. For me, Palenc is

a $170 stock in the first quarter of

2027 in my opinion. Now, let's get over

into the first stock. All right, guys.

The first stock is Meta. And this is my

favorite stock on the list for stocks

that I'm buying in August. You can see

Meta is currently trading for $640 per

share. Over the last month, the stock is

up 13.8%.

I really love Meta because it has

significantly found a lot of momentum on

the upside. And I think that's really

for good reason because look, in the

last kind of quarter here as of March

31st, you can see how much Meta is

really growing their revenue at $56

billion. This is literally like an

advertising machine that just continues

to grow at a very rapid pace. And the

EPS has went from 2025 numbers in 2026

up 62%. So when we talk about the PE

ratio coming down, the biggest

contributor to PE ratio coming down is

literally EPS because the E and the PE

ratio is earnings. So when earnings goes

up this much, this is exactly what takes

the PE ratio down and makes a company

become a deep value stock. And I think

that MET is just super undervalued right

now. Look, the company's revenue grew

33%. But you can see how much of a

multiple that has down to the EPS. The

EPS 62%. Very staggering difference

there. All right now, Meta's market gap

$1.6 trillion. I really see Meta at $2

trillion plus in Q1 of 2027. You know

what I'm bullish on specifically? I'm

bullish on attention. I think Meta is

going to crush with attention because

right now it's literally the new oil is

to get people to pay attention so you

can sell them products and services.

That's what social media is all about.

And Facebook is literally printing ad

dollars from advertisers because

advertisers don't really have anywhere

else to go. There's Google, there's

Meta, and Amazon's not even going to be

counted because Amazon is going for

products rather than services and

coaching and snapshots there. They have

a younger audience, but really Meta

Google top two. That's why Meta is

actually my top pick for the poor man's

covered call strategy right now. And I

plan to buy some meta leap option at

$600, which will be in the money. And

then I'm going to be selling $700 strike

price covered call options here on a

monthly or every two to three month

basis. So there's the five stocks.

Netflix, Uber, Amazon, Palanteer, and

Meta. The names that I believe are

urgent buys for August 2026. And you

probably caught on to what I like most

about each of them. It's actually the

advertising businesses of each. And the

market refuses to actually pay attention

to the advertising business or really to

value it as part of the company. So, if

you want me to do a fuller breakdown on

any of these stocks, just comment down

the ticker symbol below in the comment

section. I'll make sure to read all your

comments and do more follow-up videos on

each of these stocks. You can also join

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actually send out emails with updates on

different stocks that I'm purchasing, as

well as market news. If you enjoy this

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for watching and I'll see you in the

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