My 10 Top-Ranked Stocks to Buy Right Now in September | Bonus Performance Update Included

Parkev Tatevosian, CFA•Sep 2, 2026

Summary

Parkev argues that the broader stock market continues to show strength, with the S&P 500 rising nearly 13% year-to-date in 2026. Parkev states that individual stock selection remains critical, identifying ten specific companies that Parkev believes are undervalued relative to Parkev's fair value estimates. Parkev notes that while Parkev's portfolio has slightly underperformed the S&P 500 recently, the focus remains on long-term artificial intelligence tailwinds and margin expansion.

Amazon: Parkev argues that Amazon is a great buy with a fair value of $314 and a market price of $261, representing 20% upside. Parkev states that AWS growth is accelerating with margins near 40%, and the company is successfully lowering its cost to serve. Parkev identifies high capital expenditure and customer concentration as the primary bearish risks.

Meta Platforms: Parkev argues that Meta offers a 23% upside based on a fair value of $720 (transcript mentions $72) and a current price of $571. Parkev states that AI investments are widening the gap between Meta and its social media competitors by increasing user engagement. Parkev notes that regulatory pressure and negative free cash flow from AI spending are ongoing challenges.

Netflix: Parkev argues that Netflix has a fair value of $129 and a price of $82, suggesting 59% upside. Parkev states that the transition from cable to streaming provides a structural tailwind for the pioneer. Parkev notes that the company's proprietary content creation expertise is a significant competitive advantage that reduces reliance on third-party studios.

Nvidia: Parkev argues that Nvidia is a top recommendation with a fair value of $342 and a price of $220, providing 56% upside. Parkev states that Nvidia's 80% market share in accelerated computing and its "full stack" software suite make it indispensable. Parkev identifies the rise of proprietary chips from big tech and circular financing concerns as potential headwinds.

Uber: Parkev argues that Uber has a fair value of $123 and a price of $76, offering 62% upside. Parkev states that the asset-light business model is reaching a scale where it can take meaningful fees from every transaction. Parkev notes that while driverless technology poses a risk, Uber's partnerships with companies like Lucid and Rivian mitigate these concerns.

Pinterest: Parkev argues that Pinterest is undervalued with a fair value of $39 and a price of $22, implying 78% upside. Parkev states that the company is successfully attracting lucrative North American users and improving its AI recommendation systems. Parkev notes that Parkev plans to sell one-third of Parkev's position for tax loss harvesting despite the bullish outlook.

Visa: Parkev argues that Visa is a "Hall of Fame" business with a fair value of $396 and a price of $381. Parkev states that the two-way network of four billion cards and millions of merchants is nearly impossible to replicate. Parkev identifies regulatory hostility and emerging stablecoins as the main risks to this highly profitable business.

Adobe: Parkev argues that Adobe has a 20% upside based on a fair value of $351 and a market price of $292. Parkev states that high switching costs protect the business from competitors even in the age of AI. Parkev notes that the delayed CEO search and AI-driven competition are the primary concerns for investors.

McDonald's: Parkev argues that McDonald's is a surprising buy with a fair value of $340 and a price of $265. Parkev states that technological innovations like AI drive-thrus, delivery networks, and automated kiosks are underappreciated tailwinds. Parkev notes that Parkev has not yet purchased shares due to tax efficiency concerns regarding dividend income.

Lululemon: Parkev argues that Lululemon offers 38% upside with a fair value of $168 and a market price of $122. Parkev states that strong brand equity allows for high margins despite a deceleration in North American revenue. Parkev identifies trade barriers and lower disposable consumer income as significant near-term obstacles.

Mentioned Stocks

AMZN

Sentiment: BUYAction: RECOMMENDED

Reasoning: Parkev argues that Amazon offers 20% upside with a fair value of $314 against a $261 market price. Parkev states that accelerating growth in the AWS segment and improving operating margins through network densification outweigh the risks of high capital expenditure and customer concentration.

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