Summary
Highlights
The video introduces seven stocks to buy before November 2025, emphasizing long-term proof of concept and value accumulation through both bull and bear markets. It advises against overanalyzing market fluctuations and instead focuses on buying good assets at good prices for the long run, noting that short-term pricing is based on emotion, while long-term value eventually shines through. The speaker also highlights that volatility is the price for outperformance, encouraging investors to embrace dips as opportunities.
AST SpaceMobile is profiled as a hot satellite stock aiming to build the first space-based cellular broadband network directly connecting to everyday smartphones. With partnerships including AT&T, Vodafone, Ruka 10, and Verizon, ASTS seeks to close connectivity gaps for billions in mobile dead zones. This early-stage company has extraordinary upside if it can successfully scale its Bluebird satellite constellation, targeting a deal zone between $55-$65 for long-term investors.
Super Micro Computer (SMCI) is discussed as a key player in the AI world, building servers and systems for AI, cloud computing, and massive data centers. SMCI stands out for its speed in bringing systems to market after new chip releases from companies like Nvidia and AMD, using a 'building block' design. The company is positioned to capitalize on the massive investment in AI infrastructure, with a guided revenue of $40 billion for fiscal 2026, implying substantial growth.
Applied Digital (APLD) designs, builds, and operates high-performance computing and AI-specific data centers. Its focus on next-gen designs like liquid cooling, high power density, and proximity to cheap/renewable power sources gives it an edge in providing infrastructure for 'AI factories'. Despite current losses common in this investment-heavy space, APLD has secured significant lease deals and is expanding capacity, with potential catalysts including new lease deals and cost efficiency demonstrations.
Energy Fuels Inc. is a US-based company mining and processing uranium, rare earth elements, and other materials critical for nuclear energy, clean tech, and advanced manufacturing—areas relevant to the AI data center race. Amid rising energy prices, nuclear power is gaining importance, making UUUU a significant play in this sector. The stock is seen as a long-term investment in the essential building blocks for future energy needs.
D-Wave Quantum builds quantum computing hardware, software, and cloud services, aiming to make quantum computing practical for real-world problems like optimization, logistics, and drug discovery. Their commercial adoption and existing customer base, solving current problems in manufacturing and finance, give them a first-mover advantage in the practical application of quantum. Despite high volatility, QBTS is seen as a key player in the next leap of AI compute.
USA Rare Earth is a US-based mining and manufacturing company focused on rare earth elements. Their 'mine to magnet' strategy involves extracting, processing, and manufacturing high-value magnets used in EVs, wind turbines, defense, and AI data centers. This vertical integration provides a significant differentiator, especially as industries seek supply chain security and move away from foreign dependence. Policy emphasis on critical minerals also creates a favorable environment for USA.
SoFi is presented as an 'OG play' fintech company, aiming to be a one-stop financial app offering a wide range of services from loans to investment accounts. The company's massive and growing user base, increasingly utilizing multiple services, is seen as a key strength. Catalysts for future growth include accelerated member and product-per-member growth, expansion of its technology platform business, potential new geographic markets, and improved profitability as fixed costs are absorbed by scaling operations.