My 12 Top Ranked Stocks to Buy Right Now in July (2026)

Parkev Tatevosian, CFA•Jul 3, 2026

Summary

Parkev presents his analysis of the current market climate, noting that he has been more active in purchasing stocks during 2026 than in previous years. His investment thesis centers on companies that demonstrate strong revenue growth, effective use of AI, and competitive advantages in their respective sectors. He emphasizes that while volatility creates concern for some, he views these pullbacks as ideal entry points for long-term investors.

Meta Platforms: Parkev values this stock at $872, significantly above its current price of $563. He is bullish on the company due to its 33% revenue growth and effective use of AI to enhance value for marketers and users. He expresses interest in adding more shares to his existing position.

Amazon: Trading near $238 with a fair value estimate of $297, Parkev remains optimistic despite concerns regarding near-term free cash flow. He highlights the success of the AWS segment and the company's rapid scaling of custom AI chips as major growth catalysts. While he owns the stock, he plans to prioritize other investments before adding to this position.

Netflix: Currently trading near its 52-week low of $71, Parkev calculates a fair value of $127 and expresses extreme bullishness on the company. He praises management for their financial prudence regarding acquisitions and their strategic shift toward proprietary content. He has personally bought shares twice this year and maintains one of his largest positions in the stock.

Nvidia: Priced at $200 with a fair value of $311, Parkev views Nvidia as a leader in the next wave of AI technology, specifically regarding physical AI and robotics. Despite investor skepticism regarding competition from other tech giants, he remains committed to his current large position and intends to circle back to buy more after balancing his portfolio allocations.

Uber: With a fair value estimate of $126 versus a market price of $72, Parkev is interested in increasing his stake. He argues that the driverless car market will not be a "winner-take-all" scenario and favors companies that prioritize safety and technology-rich systems like lidar over purely cost-focused camera-only approaches.

Microsoft: Parkev sees value in the stock at $373 compared to his fair value estimate of $520. He acknowledges risks regarding the company’s dependency on OpenAI and potential disruption in the enterprise software space, yet he remains confident in the company's ability to innovate internally and intends to add to his current holding.

Mentioned Stocks

AMZN

Sentiment: BUYAction: RECOMMENDED

Reasoning: Parkev notes Amazon's AWS segment growth and its custom chip business as key catalysts. He values the stock at $297 against a price of $238 and is interested in adding more to his position eventually.

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