Top 8 Stocks to BUY NOW (High Growth Stocks)

Fin Tek•Jun 4, 2026

Summary

Kuran presents a deep dive into his personal portfolio, emphasizing the importance of understanding a company's product utility over just its financial metrics. His core thesis revolves around 'bottlenecks' created by the massive AI buildout. As AI models proliferate, the demand for high-speed data transfer, advanced memory chips, and reliable energy sources creates unique opportunities for specific stocks that act as the 'backbone' or 'highway' for these technologies.

Kuran breaks down his market outlook into three phases: hardware infrastructure (GPUs and memory), networking/data transport, and the eventual energy requirements of data centers. He highlights that while some stocks have seen massive run-ups, others remain undervalued based on their forward-looking earnings potential. He also discusses the influence of institutional 'smart money' from investors like Warren Buffett and Bill Ackman as validation for certain mega-cap positions.

Cloudflare (NET): Kuran views this company as the backbone of the modern internet, essential for moving the massive amounts of data generated by AI. He highlights their 34% revenue growth and notes that while profits are currently negative due to reinvestment, their influence over internet traffic is disproportionately large compared to their $75 billion market cap. He believes any increase in network transfer margins driven by AI will significantly boost their bottom line.

Micron (MU): This stock is positioned as a leader in high-bandwidth memory (HBM), which has become a critical bottleneck for AI GPUs. Kuran notes that Micron's revenue has tripled compared to last year and the CEO has demonstrated confidence by increasing the quarterly dividend by 30%. He considers the forward PE ratio attractive, suggesting the stock is not as expensive as it appears on a trailing basis.

Constellation Energy (CEG): Kuran bets on this company as the top nuclear provider in the US, perfectly positioned to meet the immense energy demands of AI data centers. He mentions their significant deal with Microsoft to reactivate the Three Mile Island nuclear facility as a key growth catalyst. He views this as a long-term play, potentially holding for 15+ years as public perception of nuclear energy shifts.

Alphabet (GOOGL): Following Warren Buffett's investment logic, Kuran considers Google a value play despite its $4.5 trillion valuation because of its massive 63% growth in cloud revenue. He highlights the integration of Gemini AI across the Google ecosystem and the development of custom Tensor Processing Units (TPUs) to run AI more efficiently. While he acknowledges the risk of AI disrupting traditional search ads, he remains bullish on their enterprise growth.

Microsoft (MSFT): Kuran highlights Microsoft as a top pick for B2B AI services, noting that their AI business run rate has hit $37 billion, up 123% year-over-year. He points out that Microsoft has a lower PE ratio (24.5) than many of its big-tech peers like Amazon and Google. Even though he doesn't personally own it yet, he believes the company's focus on empowering businesses through Azure and AI infrastructure makes it a strong buy.

Nu Holdings (NU): This Brazilian fintech is described as a 'super app' that has captured 30% of the Brazilian market and is now expanding rapidly into Mexico. Kuran emphasizes their ability to increase revenue per active customer (ARPAC) by 24% compounded since 2022. Despite risks associated with private credit defaults and regional economic stability, he sees massive upside in their digital banking model.

Zscaler (ZS): Identified as Kuran's top overall cybersecurity pick, the stock has recently seen a significant 60% dip in price. He views this sell-off as an opportunity to enter a critical infrastructure provider during a period of market pessimism. He believes the long-term trend of digital security is one of the most important investing themes of the next decade.

Mentioned Stocks

Sentiment: BUYAction: RECOMMENDED

Reasoning: Micron produces High Bandwidth Memory (HBM) which is the current bottleneck for AI. Kuran points to a 30% dividend increase as a sign of management confidence and notes the forward PE ratio is a reasonable 'B+' rating.

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MSFT

Sentiment: BUYAction: RECOMMENDED

Reasoning: Kuran points out that Microsoft is trading at a lower PE ratio (24.5) than many peers. He emphasizes their $37 billion annual AI revenue run rate and Bill Ackman's recent large investment in the company.

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GOOGL

Sentiment: BUYAction: RECOMMENDED

Reasoning: Kuran identifies Alphabet as a value play backed by Warren Buffett. He highlights the 63% growth in Google Cloud and the integration of Gemini AI across their product suite. He owns 123 shares worth nearly $50,000.

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Sentiment: BUYAction: RECOMMENDED

Reasoning: As a fintech 'super app' in Brazil and Mexico, Nu Holdings is seeing massive customer growth. Kuran highlights their increasing revenue per customer (ARPAC) and holds 1,400 shares worth about $18,000.

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CEG

Sentiment: BUYAction: BOUGHT

Reasoning: Kuran recently added to his position, now holding $5,500 worth of shares. He highlights the Microsoft deal to restart Three Mile Island as a major catalyst for the US's largest nuclear provider to solve the AI energy bottleneck.

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Sentiment: BUYAction: RECOMMENDED

Reasoning: Kuran names Zscaler as his top overall cybersecurity pick. He notes the stock has fallen 60% in the last 6 months, which he likely views as a compelling entry point for a critical security infrastructure play.

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NET

Sentiment: BUYAction: RECOMMENDED

Reasoning: Kuran views Cloudflare as the 'highway' for AI data. He notes its 34% revenue growth and its strategic position as internet backbone infrastructure. He personally owns 172 shares worth roughly $37,000.

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NLR

Sentiment: BUYAction: RECOMMENDED

Reasoning: This ETF provides diversified exposure to the nuclear ecosystem with a 0.5% expense ratio. Kuran recommends it for investors who want a broad bet on the nuclear renaissance without picking single stocks.

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