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Fact468K subscribers · 38 US-stock videos in the last 90 days
RosterIn the roster since Aug 30 for $GOOGL $NVDA · last checked Oct 2 13:01
$ACNNo side taken2026-10-011 entryACN valuation is attractive due to low P/E and survival confirmation, but long-term growth is uncertain because of potential AI disruption to its business model.
$HIMSNo side taken2026-10-011 entryHIMS is a high-risk speculative buy; huge TAM and >50% growth potential are balanced against strong competition, regulatory ambiguity, and margin compression risks.
$MRVLBullish2026-09-302 entriesMRVL is a compelling long-term investment driven by its transformation into an AI data center leader, key cloud partnerships, and high expected revenue growth.
$MUBullish2026-09-302 entriesMU is a high-quality long-term buy due to AI-driven structural changes and growth, though subject to cyclical volatility.
$TDGBullish2026-09-301 entryTDG is a suitable investment due to strong margins and growth in aerospace/defense, though high debt requires monitoring.
$SOFINo side taken2026-09-293 entriesSOFI valuation premium is too high for a strong buy; considered a hold or entry point only for small positions, with larger buys requiring a discount.
$KLARNo side taken2026-09-281 entryKlarna is not a preferred BNPL investment due to European weakness; potential long-term attractiveness depends on stabilization.
$NVDABearish2026-09-281 entryNVDA's $150B buyback is insufficient relative to its valuation and FCF, indicating a lack of new catalysts to impress investors.
$ABNBBullish2026-09-281 entryABNB is a contrarian buy; despite underperforming the market, its underlying business remains strong.
$AMZNBullish2026-09-282 entriesAMZN is a strong long-term buy; excellent management and growth in AWS (36.7% YoY), advertising, and AI infrastructure support the thesis.
$GOOGLBullish2026-09-286 entriesGOOGL is a top-tier tech company and safe long-term hold; search and cloud growth are accelerating, AI products have massive adoption, and valuation is attractive relative to peers.
$SHOPBullish2026-09-282 entriesShopify is a long-term hold due to its role as e-commerce infrastructure, AI integration, and strong management driving growth.
$ASMLNo side taken2026-09-271 entryASML holds a monopoly position with strong demand and backlog, but faces risks from semiconductor capex cycles and China export restrictions.
$NUBullish2026-09-271 entryNU is worth watching or holding a small position; strong results and unique cost structure support long-term growth despite US expansion risks.
$TSMCBullish2026-09-271 entryTSMC is a long-term hold due to its dominant position in advanced chip manufacturing and excess demand for nodes below 3nm, despite risks from high capex and AI cycle dependence.
$AMDNo side taken2026-09-263 entriesAMD has strong long-term growth potential via Meta partnership and AI demand, but short-term performance may lag due to supply limitations.
$QCOMBullish2026-09-261 entryQCOM is a bull thesis based on successful diversification into IoT and data centers, supported by the Meta CPU partnership and raised non-phone revenue targets.
$ORCLBearish2026-09-252 entriesOracle's high debt, negative free cash flow, and credit downgrade make it a risky investment and a potential market warning sign.
$MDTBullish2026-09-241 entryMedtronic's MiniMed spin-off is a positive strategic move that supports faster earnings growth via focus on higher-margin businesses.
$METANo side taken2026-09-245 entriesMETA is a hold; high capex and unproven AI monetization limit upside at current levels, but a drop to <22x earnings would make it a buy.
$LLYBullish2026-09-231 entryLLY is a long-term buy due to GLP-1 market leadership, next-gen drug pipeline (retatrotide), and diversified healthcare portfolio.
$IESCNo side taken2026-09-201 entryIES Holdings is interesting to watch for AI data center exposure, but shares are overpriced post-rally with concentrated ownership risks.
$SANMBullish2026-09-201 entrySANM's pivot to AI manufacturing via AMD partnership drives significant growth, making it a top watchlist candidate.
$TTMIBullish2026-09-201 entryTTMI is an attractive investment due to diversified growth in AI and defense sectors, accelerating financials, and strategic acquisitions.
$AMBABullish2026-09-191 entryAMBA is a likely takeover target given its small market cap and strategic value in edge AI/robotics.
$TGTNo side taken2026-09-191 entryTarget is a likely acquisition candidate for private equity given its depressed valuation and new management strategy.
$UBullish2026-09-191 entryUnity is a likely takeover target for AI firms due to its engine and ad data; it also has independent growth potential via Unity Vector.
$AVGOBullish2026-09-172 entriesBroadcom is an attractive buy due to low valuation (down 29%, 19.6x forward PE) and strong growth potential in custom ASICs as customers diversify away from Nvidia.
$MELIBullish2026-09-171 entryMELI is a good investment due to exposure to high-growth Latin American markets and resilient management capable of sustaining growth through political/fiscal headwinds.
$NEOBullish2026-09-171 entryNEO is a strong long-term buy due to its proven growth in Latin America, attractive valuation (forward P/E 14), and potential for global expansion.
$ZBullish2026-09-171 entryZillow is undervalued at 13x forward earnings due to high growth in rental and mortgage segments and a defensible data position against AI threats.
$ZETABullish2026-09-171 entryZeta Global is a strong buy as a growth stock and value play, driven by 36% revenue growth, low valuation multiples, and future expansion into business intelligence.
$CRDOBullish2026-09-163 entriesCRDO is undervalued at ~22x forward PE due to underestimated expansion into optics/memory; balance sheet and customer base support bull case.
$NBISBullish2026-09-162 entriesNebius is a buy-the-dip candidate; long-term AI infrastructure demand remains intact despite short-term volatility risks from regulatory or development slowdowns.
$SNPSBullish2026-09-162 entriesSNPS is attractive due to low valuation (forward PE ~23) and potential upside from AI agent adoption and IP licensing, countering fears of open-source disruption.
$CROBullish2026-09-141 entryCredo is a strong buy due to expansion into optics/memory and low valuation (forward PE 22), though subject to AI capex slowdown risk.
$TSLANo side taken2026-09-131 entryTSLA is a high-risk/high-reward bet on autonomy; despite data advantages, it lags competitors in safety and scale, requiring proof of execution.
$TXNBullish2026-09-131 entryTXN is a robust infrastructure beneficiary of the autonomous/robotics trend due to broad analog content demand in EVs and data centers, not just pure autonomy.
$IBMBullish2026-09-121 entryIBM is undervalued relative to long-term growth potential; sovereign AI and quantum initiatives support a contrarian bull thesis.
$PLTRNo side taken2026-09-121 entryPLTR benefits from sovereign AI demand (strong growth/guidance) but carries significant political/reputational risk.
$SMCINo side taken2026-09-121 entrySMCI is positioned as a fast, configurable hardware provider for sovereign AI with a record $60B backlog and $65-72B FY27 revenue guide, but faces risks from negative operating cash flow and an export control review.
$LYFTBullish2026-09-111 entryLYFT is undervalued at 5x trailing cash flow; worst case is acquisition by AV firms leveraging its user base, while best case is continued growth alongside Uber.
$PYBullish2026-09-111 entryShift4 is undervalued due to strong fundamentals (growth, profitability) and low valuation multiples relative to its cash flow.
$RDDTBullish2026-09-112 entriesReddit's strong growth metrics (revenue, users, profits) and low valuation (19x forward earnings) make it a compelling buy despite being down 45% from highs.
$UBERBullish2026-09-112 entriesUBER is undervalued relative to its consistent growth and dominant position as a mobility/food delivery aggregator, which will persist despite fears of autonomous vehicle competition.
$BENo side taken2026-09-101 entryBloom Energy's rapid data center power capability drives growth, but high valuation metrics warrant investment caution.
$DBullish2026-09-101 entryDominion's role in powering Virginia data centers combined with its reasonable valuation and dividend yield offers potential upside for investors.
$FSLRBullish2026-09-101 entryFSLR's domestic manufacturing and tariff avoidance, combined with subsidies and a low valuation (forward P/E < 10), position it as a long-term beneficiary of the data center energy demand.
$MBLYBullish2026-09-091 entryMobileye is an undervalued leader in autonomous tech with strong OEM relationships and backlog, expected to have a larger future role than currently priced in.
$EQIXBullish2026-09-071 entryEQIX is a solid investment choice for those wanting stable AI infrastructure exposure via its REIT model and capacity expansion.
$LRCXBullish2026-09-051 entryLRCX is a strong buy; dual exposure to AI logic/memory, high-margin services, and high switching costs create a durable moat.
$DISBearish2026-09-021 entryNetflix is preferred over Disney; Disney has more to prove, grows slowly, and is in flux.
$NFLXBullish2026-09-021 entryNetflix is a good buy after its 40% decline; expected to return 10-15% annually over the next 5 years due to manageable risks and potential acquisition interest.
$ADBEBullish2026-09-022 entriesAdobe is a bull case; the company is successfully integrating and monetizing AI (e.g., Firefly) to drive recurring revenue and maintain profitability, contradicting fears that generative AI will destroy its business.
$FRMBullish2026-09-011 entryFRM offers a strong bull thesis driven by memory volume growth (avoiding commodity risks) and significant optionality in quantum computing.
$ROADNo side taken2026-09-011 entryROAD has strong long-term tailwinds and a good roll-up thesis, but is currently too expensive; prefer to wait for a lower valuation.