Top 9 Stocks to BUY NOW (High Growth Stocks)

Fin Tek•Mar 17, 2026

Summary

Kuran provides a comprehensive review of his technology-focused portfolio, emphasizing that while his holdings experience significant volatility, they are positioned within his 'circle of competence' as a software architect. He highlights a shift in the market where AI is disrupting traditional business models, particularly those charging per user seat, and advocates for companies with usage-based pricing or those providing critical infrastructure. Kuran's market outlook suggests that while the 'SaaS apocalypse' has wiped out billions in value, resilient companies in cybersecurity and data observability are currently trading at attractive discounts.

Kuran also discusses the massive capital expenditures by 'hyperscalers' like Microsoft and Meta on AI data centers, which is creating a surge in demand for energy and high-speed hardware. He suggests that the next phase of the AI bull run will shift from GPUs to energy providers and physical interconnect hardware. He includes a mix of individual stocks and passive ETFs (VOO, VXUS, VBK) to balance risk.

**SoFi (SOFI):** Kuran views this fintech as his largest individual holding, targeting millennials and Gen Z with a full suite of banking products. Despite a 35% year-to-date drop and concerns over share dilution, he points to a 29% increase in adjusted EBITDA and the CEO's recent $1 million personal share purchase as indicators of undervaluation.

**CrowdStrike (CRWD):** Positioned as a leader in AI-enabled cybersecurity, Kuran highlights its genetic security platform that proactively identifies zero-day vulnerabilities. The company maintains a strong 'Rule of 40' score of 47 and generated over $1 billion in cash flow, making it a resilient play despite a 20% dip from its peak.

**Zscaler (ZS):** Focused on zero-trust security, Kuran considers this stock a discounted disruptor compared to CrowdStrike. He notes that the stock is down 55% from its peak and, at roughly $150 per share, valuation models suggest a 41% upside due to its strong balance sheet and upward earnings revisions.

**DataDog (DDOG):** Kuran describes this as an underrated data observability stock that is resilient to AI disruption due to its usage-based pricing model. He highlights its strategic partnership with Sakana AI to venture into LLM observability, aiming to become a 'data layer' powerhouse similar to Palantir.

**Constellation Energy (CEG):** This stock is Kuran's primary bet on the nuclear energy required to power AI data centers. He emphasizes the company's major deals with Microsoft and Meta, noting that its recent acquisition of Calpine provides a natural gas stopgap until more nuclear capacity can be brought online.

**Cloudflare (NET):** Kuran positions Cloudflare as a bet on a redefined internet, focusing on 'agentic commerce' where AI agents perform transactions. He highlights its 34% revenue growth and its ability to perform tasks 10x more efficiently than traditional cloud providers for the same GPU cost.

**Marvell Technologies (MRVL):** Kuran identifies high-speed interconnects as the next bottleneck in the AI supply chain. He views Marvell's acquisition of Celestial AI and its 'photonic fabric' technology as critical for the infrastructure needed to connect increasingly powerful AI chips.