BUY These 3 Stocks & DON"T STOP

Stealth Wealth Investing•Mar 29, 2026

Summary

Luke provides an outlook on his current investment strategy, emphasizing that the market was previously overheated and overvalued. He views the recent price drops as a healthy development, allowing him to add to his favorite positions at a discount. His thesis revolves around 'boring' investing—utilizing dollar-cost averaging (DCA) to accumulate shares in dominant businesses while Wall Street is pessimistic. Luke notes that while high capital expenditure (CapEx) might weigh on the bottom line for tech giants in the short term, strong management teams will use that spending to drive future profitability.

Amazon (AMZN): Luke considers this an undervalued gem that is often misunderstood by Wall Street because it operates differently from other major tech firms. He expects the company to be significantly larger in five years and is happy to accumulate shares regardless of short-term negative sentiment regarding CapEx. He views the current price levels as a gift, comparing the opportunity to previous dips in Google.

Meta (META): Luke identifies Meta as a great business currently trading at a nice discount, especially with the stock price hovering around the $600 level after approaching $800. He is bullish on the company's core business cash flow and its potential in the augmented reality space. Although he anticipates some 'ugly' quarters due to heavy AI-related spending, he trusts the management to execute effectively.

SoFi (SOFI): Luke is aggressively buying SoFi, stating that the company is clicking on all cylinders with excellent earnings and management guidance. He mentions that he previously found the stock overvalued at $32 but considers it a bargain now that it has overshot to the downside. He mentions $9 as an incredible previous deal and is prepared to add even more shares if the price drops to the $12 or $13 range.

Palantir (PLTR): While Luke highly praises the company's recent earnings and performance, he is not buying more this month because he finds the valuation currently too expensive. He already holds a full position plus 'bonus shares' and is waiting for a better entry point. He suggests that if Wall Street 'gets dumb' and the price drops, he would welcome the chance to add more.

Mentioned Stocks

AMZN

Sentiment: BUYAction: BOUGHT

Reasoning: Luke describes Amazon as an undervalued gem and a world-class business. He believes it is a long-term winner that will be much larger in five years and is actively adding to his position via dollar-cost averaging at current levels.

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