The Two Best Stocks To Buy In 2026
Summary
Joseph provides a comprehensive outlook for 2026, identifying Meta and Amazon as the 'best buys' in the current market. He addresses investor concerns regarding high capital expenditures (CAPEX), explaining that these investments are not speculative but are supported by massive, often pre-committed customer demand. Joseph emphasizes that while the market is currently fixated on short-term headwinds like inflation and geopolitical conflict, the underlying growth of these tech giants remains unprecedented.
He argues that the transition to AI is occurring ten times faster than the adoption of electricity, placing companies with established cloud infrastructure at a distinct advantage. Joseph also reviews his portfolio performance, noting that his strategy of buying high-quality companies during market dips has led to significant outperformance in previous years. He remains bullish on the broader tech sector, specifically focusing on companies that are vertically integrating their technology stacks to improve margins.
Mentioned Stocks
Reasoning: Joseph describes Amazon as one of the best buys for 2026, having personally invested over $100,000 recently. He cites massive AI demand for AWS and the cost-saving potential of custom silicon like Trainium and Graviton as primary catalysts. He provides a price prediction of approximately $600 by early 2031, representing a 19% CAGR, and considers the current price of $238 an attractive entry point.
Reasoning: Joseph explicitly states that he recently added a $160,000 position in Meta in 2026. He believes the company is a strong buy because of its rapid growth, its successful Meta AI assistant, and its trajectory to surpass Google in digital ad revenue. He views the stock as having been unfairly punished by market skepticism, creating a high upside opportunity.
Reasoning: Joseph highlights ASML as a major winner in his portfolio, up over 100% in the last year. He refused to sell at the beginning of 2026 because the company's moat and the global need for its lithography products are stronger than ever.
Reasoning: Joseph maintains a highly positive view on Google, calling it a 'massive success' that outperformed all skeptics in the previous year with nearly 100% returns. He continues to hold large positions in his portfolios, noting that the business has proven resilient against AI disruption concerns.
Reasoning: Joseph views Costco as an 'incredible company' and a massive winner that continues to grow and pay dividends. He uses Costco's accelerated warehouse expansion as an analogy for why Amazon's high CAPEX spend is a positive sign of overwhelming customer demand.