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BUYING Every Share I Can of THIS Stock (June 26)

Stealth Wealth Investing•May 31, 2026

Summary

Luke’s investment thesis centers on identifying companies where fundamentals are improving but market sentiment remains negative. He emphasizes patience and avoiding "fool's gold" trades, preferring stocks that others criticize or ignore. His current market outlook involves accumulating shares of established giants and high-growth fintech players that he believes will dominate over a five-year horizon. He specifically looks for cheap prices while fundamentals are trending "up and to the right."

Amazon (AMZN): Luke views Amazon as a consistent buy due to its diverse revenue streams, including the dominant AWS and emerging robo-taxi and AI sectors. He notes that while the stock has run up, it still offers a relatively cheap valuation compared to its historical norms and long-term potential. He believes the company's continuous reinvestment and expansion into robotics will make it a central player in the AI race.
SoFi (SOFI): Luke highlights SoFi as a misunderstood fintech with a growth rate of 40% per year, which is far beyond traditional banks. He praises the management team and notes the company has consistently beaten and raised guidance for over 20 quarters. He argues that the current stock price does not reflect the underlying fundamental strength and offers an easy entry point for long-term gains, noting that shares bought at $9 last year remain a great position.
Meta (META): Luke defends Meta’s leadership, arguing that despite past criticisms of the metaverse, the company remains a money-printing machine. He is bullish on their specific approach to AI and hardware/software integration and sees the current market skepticism as an opportunity to buy at a discount. He points to double-digit growth and massive earnings per share as proof of the business's resilience.
Palantir (PLTR): While Luke praises Palantir's "ridiculous" earnings performance and Alex Karp's leadership, he is not buying it at current levels. He believes the stock is still a "touch too overvalued" for his strategy, though it is moving in the right direction regarding valuation.

Mentioned Stocks

AMZN
Sentiment: BUYAction: RECOMMENDED

Reasoning: Luke believes the future for Amazon is incredibly bright due to its tentacles in AWS, robo-taxis, AI, and robotics. He considers the current valuation to be depressed and cheap for such a high-quality company that continues to reinvest in its business.

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META
Sentiment: BUYAction: RECOMMENDED

Reasoning: Luke views Meta as a company that consistently 'prints money' despite errors like the metaverse. He notes it is currently out of favor, allowing for purchases at a cheap valuation while the core business grows at double digits and executes on a unique AI strategy.

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SOFI
Sentiment: BUYAction: RECOMMENDED

Reasoning: Luke highlights that SoFi has beaten and raised guidance for about 20 consecutive quarters and is growing at 40% a year. He argues the stock is at a very cheap valuation despite excellent fundamentals and a top-five management team. He mentions that buying around $9 is a good fundamental move.

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PLTR
Sentiment: HOLD

Reasoning: Luke states that while the recent earnings were perfect and growth is incredible, the stock remains a 'touch too overvalued' for him to buy right now. He is waiting for a better valuation entry point even though he loves the company's trajectory.

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