Top 3 Best stocks to Buy Now (Mid/Late 2026)
Overall Thesis
Three stocks present the best buying opportunities in the market: Celsius Holdings (targeting $100+), Netflix (strong recurring revenue and ad growth), and American Express (superior business model and customer base).
Narratives
Jeremy sees Celsius as a long-term compounder driven by its core brand plus the Alani and Rockstar acquisitions, expecting the stock to eventually trade well above $100 over a 3-7 year horizon. He downplays short-term price worries in favor of the long-term growth story.
Key Arguments
- Celsius brand plus Alani continue to expand rapidly
- Recently acquired Rockstar, adding to portfolio
- Thinking about the stock on a 3 to 7 year timeframe rather than weeks
Predictions (1)
Jeremy considers Netflix one of the best current opportunities due to its sticky recurring-revenue subscription model and room to raise prices without losing customers. He also highlights the still-nascent advertising business as a major long-term growth lever.
Key Arguments
- Recurring revenue subscription model with low churn
- Ability to raise subscription prices without losing subscribers
- Advertising business is still early-stage with big growth potential
Jeremy views American Express as one of the best stocks in the market thanks to its strong balance sheet, income statement, and cash flow, along with a premium customer base of high credit scores and incomes. He believes the business model is difficult to replicate.
Key Arguments
- Strong balance sheet, income statement, and cash flow
- Attracts customers with the best credit scores and incomes among credit card companies
- Business model is hard to duplicate
Jeremy congratulates Cheesecake Factory shareholders after the stock hit another all-time high, noting the stock has been running strongly. He does not provide a forward price target or thesis beyond acknowledging the recent performance.
Key Arguments
- Stock hit another all-time high
Hedges & Caveats
- Creator acknowledges past prediction errors: 'I could be wrong about that'
- Long-term investment horizon of 3-7 years emphasized, not short-term trading
- Creator notes 18 years of market experience with mixed track record
- Price targets are speculative and based on creator's personal analysis