Revealed: 7 Best Stocks to Buy Now According to Seeking Alpha

Summary

Highlights

• The Trade Desk's valuation dropped but still shows potential for long-term growth 📉.
• AMD is up from its 52-week low, offering a possible buying opportunity 📈.
• Taiwan Semiconductor is well-positioned in the AI and advanced chip space 💻.
• Snowflake is investing heavily in AI, making it a future-proof investment 🌐.
• GitLab's focus on AI-driven software development tools is driving interest and growth 📈.
• Grab Holdings has surged, reflecting positive market sentiment but requires caution ⚠️.
• Stock recommendations are meant for guidance; always consider your financial capacity and risk tolerance 🧠.

Key Takeaways

• The Trade Desk offers strong fundamentals but faced recent revenue and guidance misses 📉.
• AMD presents potential for long-term gains despite recent lows 📈.
• Taiwan Semiconductor is a crucial player in the advanced chips market, predicted to become a trillion-dollar company soon 💼.
• Snowflake's innovative AI developments position it as a strong contender despite its current price 📊.
• GitLab benefits from its SaaS model and AI integrations, offering promising growth 🚀.
• Grab Holdings combines several business models, attractive but risky due to its price point and recent market activity 📈.
• Please subscribe and engage with videos to stay updated on the latest stock insights 🔔.

Overview

Chapters

• 00:00 - 00:30: Introduction to the Best Stocks to Buy This chapter introduces some of the top stock picks according to Seeking Alpha. It highlights The Trade Desk, ticker TTD, which is experiencing a drop despite a history of consistent earnings beats. It briefly outlines its recent stock performance metrics including its past highs and lows.
• 00:30 - 04:00: Trade Desk Analysis The chapter titled 'Trade Desk Analysis' discusses the mixed results of a company known for consistent performance. Despite missing revenue expectations by $18.55 million, the company showed a decent growth rate of 22.3% and exceeded non-GAAP EPS expectations by 2 cents, achieving 59 cents. However, concerns arise from decelerating revenue and stock valuation concerns. The chapter aims to explore whether Trade Desk stock is a viable buy at this moment by presenting both bullish and bearish perspectives as well as providing an overarching thesis.
• 04:00 - 06:00: AMD Insights The chapter 'AMD Insights' discusses the strong business fundamentals and financial health of the company. It highlights free cash flow margins and profitability metrics, noting The Trade Desk's substantial cash holdings of $2.1 billion after recent additions from free cash flow. Furthermore, the company lacks debt and has implemented a $1 billion stock repurchase plan. The Trade Desk is also noted for its favorable position in the digital advertising market, pointing to industry growth as a positive indicator for its market position.
• 06:00 - 07:30: Taiwan Semiconductor Overview The chapter discusses the growth opportunities in the connected TV (CTV) market, especially in programmatic advertising. It highlights the early stages of CTV adoption and the less mature programmatic advertising market internationally, noting that two-thirds of global ad spend is outside of North America, presenting significant expansion potential. It also touches on a valuation drop after earnings, making the stock more attractive at a $75 level.
• 07:30 - 08:00: Intro to More Stock Picks The chapter titled 'Intro to More Stock Picks' discusses the valuation of a particular stock using PE and PEG ratios, suggesting that the stock might be undervalued if its long-term prospects are achieved. It further examines cloud SAS metrics for TTD, noting an EVTM revenue of 13.5x and a rule of 40 score of 48%, which is considered solid. The chapter also highlights the continuous innovation and strategic partnerships of 'The Trade Desk,' which enhance its advertising inventory and platform value, thus positioning it well for the future.
• 08:00 - 10:30: Paro Technology Group Exploration The chapter titled 'Paro Technology Group Exploration' discusses various financial aspects of Paro Technology Group. It highlights concerns related to high valuations of the stock despite a recent decline, indicating it remains expensive. Moreover, there are execution risks as management’s guidance fell below consensus expectations, suggesting slower growth and weaker-than-expected projections. This may point towards underlying issues or temporary execution missteps, as addressed in a recent earnings call. During the call, CEO Jeff Green attributed performance misses to minor execution errors.
• 10:30 - 15:00: Snowflake Stock Evaluation The chapter discusses the evaluation of Snowflake's stock amidst significant strategic transitions. It highlights macroeconomic conditions such as election-related advertising and GDP pressures, noting that these factors, alongside internal execution errors, have impacted the stock's performance. The text references a notable incident in Q3 2023 when the stock dropped by 28% after hours. It also touches on concerns about market saturation and competition, questioning if Snowflake can maintain its growth rate against competitors like Amazon in the digital advertising space.
• 15:00 - 19:30: GitLab Stock Insights This chapter titled 'GitLab Stock Insights' discusses the cyclical nature of stocks, particularly focusing on advertising budgets during economic downturns. It notes that advertising budgets are among the first to face cuts during such times, and consequently, stocks related to this sector, like the one discussed in the chapter, are heavily affected. The chapter also highlights dependance on digital trends, with a bull case relying on the shift towards digital and programmatic advertising. A visual analysis is provided using a chart for Trade Desk (TTD) stocks, comparing it with previous data. This analysis is regularly done every Wednesday.
• 19:30 - 25:00: Grab Holdings Discussion In this discussion about Grab Holdings, the speaker emphasizes the importance of disciplined stock trading, particularly relating to avoiding the urge to chase rising stocks ('FOMO' - Fear of Missing Out). The speaker highlights the stock's movement in relation to technical indicators such as moving averages and trend lines, pointing out a preference for buying shares when the stock price falls below $80, ideally even lower, around $75, as part of a Dollar-Cost Averaging (DCA) strategy.

Revealed: 7 Best Stocks to Buy Now According to Seeking Alpha Transcription

• 00:00 - 00:30 you want to know one of the best stocks to buy now I've got seven stocks to buy right now according to Seeking Alpha let's go the trade desk ticker TTD topped out at $141 53 that was a 52e high the 52e low was 762 and that goes back to early 2024 so it's down over 36% in the past month after its recent earnings report now the earnings weren't terrible the problem is is that trade desk had 33 consecutive beats and this had a miss not only on the revenue which
• 00:30 - 01:00 missed by 18.55 million but also the guidance so you can see the growth is decent here at 22.3% and we did have a beat on non-gaap EPS 59 cents that beat by 2 cents so not a perfect quarter from a company that always seems to deliver revenue is decelerating an earnings Miss on revenue and guidance and the stock was just really expensive now you want to know is trade that stock a buy right here and right now I'm going to give you the bull case and the bare case as well as my thesis so first the the bull casee
• 01:00 - 01:30 strong business fundamentals now free cash flow margins very strong trade desk has actually been profitable for a while and this is posted in our Discord but you can see $1.9 billion of cash and cash equivalents and then if you add the free cash flow from the quarter you end up with about $2.1 billion in cash the trade desk also has no debt and it issued another $1 billion for the stock repurchase plan Market position trade desk is well positioned in the digital advertising space particularly with the growth grow
• 01:30 - 02:00 of connected TV or CTV also retell media and that shift to what's called programmatic advertising growth opportunity significant opportunity for expansion in markets like CTV adoption really is in early stages also in international markets where programmatic advertising is less mature in fact 2third of global ad spend is outside of North America so lots of room for growth here and of course that post earnings valuation drop it's much more attractive at that $75 level that current forward
• 02:00 - 02:30 PE ratio and growth adjusted PEG ratio suggest that the stock might be undervalued especially if long-term prospects are realized now we can also look at those Cloud SAS metrics for TTD the evtm revenue is 13.5x and that rule of 40 score is a 48% which is solid and lastly Innovations and Partnerships the trade desk continuously innovates and has strategic Partnerships with major platforms which can enhance its advertising inventory and platform value positioning it very well for future
• 02:30 - 03:00 growth the bease high valuation concerns even though the stocks come down quite a bit it's still expensive execution risks recent guidance for management was below consensus expectations there's concerns about slower growth weaker than expected guidance potential margin pressures this might indicate underlying issues or temporary missteps in execution now this was addressed in the earnings call and that's really what's going on here on the earnings call the CEO Jeff Green attributed the miss to small execution
• 03:00 - 03:30 errors during a period of significant strategic transitions he noted that while macro conditions like election related advertising and GDP pressure influenced some factors the primary issue was internal execution missteps and a reminder that volatility is not new to this stock back in Q3 of 2023 the stock dropped 28% after hours Market saturation and competition there's skepticism about whether TTD can maintain its growth rate in the face of increasing competition from other digital advertising giants like Amazon
• 03:30 - 04:00 you also hear about App 11 and potential saturation in certain segments economic sensitivity this really is a cyclical stock advertising budgets are often among the first to be cut in downturns when you get to a bare Market this stock will get crushed and of course dependence on Digital Trends the bull case heavily relies on the continued shift towards digital and programmatic advertising for each stock today we'll look at a chart this is the trade desk TTD in Orange that's a previous chart day we do that every single Wednesday in
• 04:00 - 04:30 patreon Discord I told the gang that at $140 it was really tough to chase the stock and really a trim level we talk a lot about not chasing these air pockets no fomo you can see up here the stock is above all the moving averages and this red trend line now the stock is below the red trend line you can see at $794 the low for today was $776 and of course the stock can always go lower you could see it in the 60s but I like it here under $80 a share preferably even 75 or less DCA as a
• 04:30 - 05:00 long-term investment last week we covered AMD on the channel about 5 minutes of analysis if you haven't seen that when this video is over go check that one out so we just experienced a 52e low for AMD at $16.50 it has bounced off of that it's about $114 a share now now back when the stock was $225 we were saying it's probably 100 to $15 and definitely trim it over 200 I still think it's attractive here I prefer it that 110 or less or even 100 105 which might not
• 05:00 - 05:30 happen but I think if you're accumulating shares at $115 or less on AMD longterm thinking two years out you're going to be happy with those returns now even without this news Taiwan semiconductor and broadcom consider possible Intel deal I'm not sure if this is going to happen or not and it doesn't really matter either way Taiwan semiconductor has a true Monopoly 90% of the advanced chips come out of Taiwan and Taiwan semiconductor really creates all the advanced chips for all the companies you can think of from
• 05:30 - 06:00 Nvidia AMD Tesla apple and more this is a true pick and shovel play not only for AI and data center but really for every secular growth Trend that we talk about on this channel the profitability grade is an A+ on Seeking Alpha the growth is also solid a minus and you have a 25% Ford Revenue growth valuation well this is where it gets tricky in this bull market the Ford Gap PE is a 22.39% historical metrics but looking at
• 06:00 - 06:30 the peg ratios they're very attractive under one it also pays a 1.21% dividend market cap 858 billion we told you 2023 that this was going to be one of those next trillion dollar companies it's just a matter of time now it is up about 57% in the past year year to date only 2.64% this is another one of those stocks where when it was $225 we said hey it's a little expensive here just wait for a pullback and you can see it got down to $187 this was on the Deep seek sell off
• 06:30 - 07:00 there was some good opportunities then so it is about $15 more expensive today versus the end of January I want you to keep an eye on TSM and when it comes below $200 a share that's the area where I want a dollar cost average as a long-term [Music] investment now I've got four more stock picks but if videos like this are helpful to you make sure you subscribe to the channel and smash that Bell for notifications and if this video is helpful to you please return the favor drop me a like and drop me a comment let
• 07:00 - 07:30 me know what you're buying right now Paro Technology Group is all about data infrastructure this is another data center play now we've talked about this on the channel so I'm going to jump right into the financials and the chart you can see it's up a whopping 6.58% today I was hoping to get it under $70 for you guys but let's just look at some of the metrics here it is up one year 235% it's 11.8 billion market cap it does have 4.16% short interest so this is a growing company and it can use some work in the profit ility metrics the
• 07:30 - 08:00 growth is A+ it's phenomenal 50% Ford Revenue growth valuation it's expensive the Ford Gap PE is a 399 again this is stocks to buy according to Seeking Alpha and this was the number one stock on the screener this has a Ford price to sales of 30 so it's a bit expensive for my taste I also told you guys that I typically avoid stocks that are headquartered in the Cayman Islands which is why I've never bought this stock and the stock is up nicely since the last time we covered it on the channel so this is a tough one because if we were doing chart day right now I would say Hey you have to be really
• 08:00 - 08:30 careful chasing at the same time you can see this R3 is up here to $104 and it could get above that level so it could easily have a $25 upside or more but keep in mind back in April of 2023 this was a $7 stock and it ripped $86.69 now 75 bucks the 100 day moving average is $56 the 200 day moving average is around $41 $42 and that S3 is below 35 so I would use caution with the stock so I think that the the announcement
• 08:30 - 09:00 today uh is really gamechanging I'm so happy that you did it that snowflake drove uh this in Innovation and I think this is completely [Music] gamechanging snowflake is back from the dead analysts are telling you to buy the stock and upgrading the price targets even Seeking Alpha is saying snowflake is a buy now in both of the growth portfolios snowflake is my second largest holding I've never lost conviction with was Snowflake and I was
• 09:00 - 09:30 buying heavily last year in 2024 especially under that 150 125 level so I'm very bullish on Snowflake and I'm going to share a couple of developments here now this is just from February 12th your Enterprise data needs an agent snowflake is expanding its AI capabilities with the public preview of Cortex agents now this is a partnership with anthropic Claud state-of-the-art quality unstructured data retrieval accuracy beating open AI embedding models by at least 12% snowflake being in involved with data agents makes a lot
• 09:30 - 10:00 of sense and last year analysts were concerned that snowflake was a little bit behind in AI now of course you know the whole story replacing the CEO now here's where I think snowflake could be really big when you think of AI so a breakthrough that can cut AI inferencing Times by more than 50% now we know that AI inference is going to be a huge cost a huge part of AI once those applications start being delivered to Consumers and snowflakes said that this technique can improve llm inference through throughput by 50% the reducing
• 10:00 - 10:30 costs this is a big deal and even up to 75% without running Swift KV now this is not a cheap stock $192 been telling the Discord team to not pay over $150 for a very long time and it can use some work in the profitability metrics although it isn't a minus on Seeking Alpha that growth is going to be around 30% which is solid and remember that this isn't SAS this is going to be consumption based now of course if you're a value investor you're going to look at something like well I don't even have a a gap PE ratio this is way too expensive for me 200 67 PE nonap Ford now of
• 10:30 - 11:00 course we want to use those Cloud metrics we talk about on the channel so that EV NCM revenue for snowflake 15.7x now certainly not cheap but keep in mind that paler is a 77x cloud flares is a 30X app Lov 29x crowd strike 24x and so on now if you're following the channel we played this beautifully and we gave you these exact levels to look to DCA so you could have been buying the stock below $110 and now it's $192 a share so that 150 level and
• 11:00 - 11:30 lower is where we wanted to Target that DCA the R3 now is $28 but keep in mind this has to report earnings and this stock could pop or drop on the news so earnings are coming up here February 26 so be very careful with this I do think that $250 is very possible over the next 12 or 18 months maybe even higher but keep in mind I don't like buying stocks at you know 192 like this I'd rather buy them at 125 and so on you got to do what's best for you and for your
• 11:30 - 12:00 blueprint gitlab another AI beneficiary this is going to be SAS software this is up 27% year-to date at $715 we were buying this last year in Discord under $50 DCA this is going to be in the dev SEC Ops category so it helps developers and organizations securely manage their it infrastructure AI can play a role in gitlab a number of ways so they have gitlab Duo it's a suite of AI features that assist Developers essenti EV this will help you
• 12:00 - 12:30 build AI cheaper and faster and this could attract more interest in using gitlab as it increases its potential utility so this is 11 billion market cap be careful it does have some short interest here 7.57% this is going to be another one that's software of service recurring Revenue so it's going to be expensive the evtm revenue for gitlab is a 12.3 X and it does have strong net dollar retention 124% the NTM rule 40 is 40% now keep in mind this stock does have earnings on
• 12:30 - 13:00 March 3rd so again be careful because this could pop or drop these type of names if there's a Miss stock can drop 20 30% you just saw what happened with trade desk looking at a chart the R3 is up here at $867 so that is the upside if it continues to have bullish momentum although it is above the moving averages you can see the 50 the 100 and the 200 day and the S3 is back below $50 at $49 a share so again for us we were buying this stock under $50 DCA it got down to 40 bucks it's hard to chase it at $74
• 13:00 - 13:30 but this is listed by Seeking Alpha as a stock to buy now number seven last but not least grab Holdings now this stock is up 8% and another 2% after hours today this is a $21 billion market cap we were talking about this over the weekend so I posted this on Discord it was something I saw on X when you invest in grab you're essentially purchasing $100 million worth of cars and property in singap Singapore $5 billion in cash 40 million
• 13:30 - 14:00 customers Uber in seven countries Shopify in seven countries PayPal in seven countries and cart instacart in seven countries and I said it was interesting anybody own it I covered it five years ago on the channel now you can see on Seeking Alpha 2 recent articles here strong bu profitability is an a that gross profit margin TTM is about 41.626635 7.23 a Ford EV to eida is a
• 14:00 - 14:30 43.5 and Ford Price to Book is about a 3.02 this is an expensive stock in my eyes now with that said it does have momentum and a lot of people are piling into the Nam so it could go higher this was a $2 stock back in November of 2022 and it really was a penny stock until August of 2024 it ripped from $2.98 up to 572 so with this move it could retest that 572 this R3 is 582 you could see $6
• 14:30 - 15:00 a share but you're above the 50 the 100 and the 200 we talk about what we talk about avoiding those air gaps and this does have a significant air gap so buy at your own risk if you're new to the channel and haven't subscribed make sure you subscribe and smash that Bell to get notifications so you don't miss the next video and if this video is helpful please return the favor drop a like drop a comment have a great rest of your day take care