4 Stocks to Buy Now‼️ May 2026
Summary
Jeremy's main thesis centers on the power of long-term compounding and identifying companies with 'holy grail' business models—specifically Software-as-a-Service (SaaS) and high-frequency consumption models. He suggests that many high-quality growth stocks are currently in an 'awkward phase' where short-term headwinds, such as AI disruption fears or integration costs from acquisitions, have depressed share prices despite strong underlying revenue growth and customer retention. Jeremy's outlook is highly optimistic for investors who can look past immediate volatility to focus on where a company's market cap will be in the next decade.
He emphasizes that successful investing requires analyzing bull, base, and bear case scenarios to ensure a high probability of outperforming the S&P 500. By comparing emerging players to established titans—such as SoFi against JP Morgan or Celsius against Monster Energy—Jeremy argues that these younger companies are in the early stages of massive scale. He advocates for aggressive buying of these 'banger' stocks while their valuations remain low relative to their projected five-year compound annual growth rates (CAGR).
Mentioned Stocks
Reasoning: Comparing it to the early days of Monster Energy, Jeremy sees massive upside through international expansion and the strategic distribution deal with Pepsi. He notes that with a market cap under $10 billion, Celsius is still very early in its growth cycle and expects a 25-30% CAGR over the next few years.
Reasoning: Jeremy describes this as a 'buy until you cry' opportunity under $100. He highlights its core brand's affordability and high quality, alongside the massive short-term potential of acquired brands like Rhode and Naturium. He notes that a forward P/E under 20 is far too cheap for a company with consistent double-digit growth.
Reasoning: Jeremy gave the company's recent earnings an A+ grade, citing 39% year-over-year growth in net interest income and a 135% increase in net income. He views SoFi as a future banking giant with an asset-light, tech-driven model that appeals to younger generations, predicting its $20 billion market cap could grow significantly as it reaches tens of millions of members.
Reasoning: Despite the stock being down 52% over the past year due to AI fears and acquisition costs, Jeremy believes it is a 'holy grail' SaaS business with incredible customer retention. He argues the current 'awkward phase' of high expenses is temporary and projects a 30% compound annual growth rate in his base case scenario.