9 Best Stocks To Buy In July

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9 Best Stocks To Buy In July 9 Best Stocks To Buy In July Join Qualtrim, the stock analysis platform I built and use, and join over 13,000 other paying members: https://www.qualtrim.com/ 00:00 Market Dynamics & 9 Stocks 28:36 Tom Lee On July Strength 31:00 Fail Of The Week: Michael Saylor -Disclaimer Some of the links below are affiliate links, I can earn money from them at no cost to you. This content is not a solicitation, is not endorsed by M1, and was not reviewed by M1; the opinions expressed are solely those of the authors and do not reflect M1's views. Information presented is accurate as of the video posting date; for the most up-to-date information, please refer to m1.com. 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I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, timeline, and overall circumstances. going to be going over nine stocks to buy in July. With the market racing up, led by semiconductor stocks. You know a group of nine stocks that I believe is a buy in July. Now, of course, we company's stock. It's down 80% and we'll the charts, the graphs, the earnings calendars, DCF, watch lists, all of that they're particularly good buys today. extremely highquality, durable earnings just a timely trade, one that I can flip over a 3-month period. These are stocks that you can buy into as large concentrated positions and hold for gains over a long period of time. In long-term part of the company. That's the moat, the duration, the earnings growth, the margins of the company. I need that to go up over long periods of That is the long-term thing that I'm looking for. In the short term, I'm looking for valuation. So, I want to buy are from semistocks. So it's driven up S&P 500 and the QQQ and it's built a valid arguments of why semi stocks are margins and earnings in the short term. but historically semiconductor stocks stocks. Plus, what we're seeing now with companies. People are simply buying semistocks because other people are buying semistocks. It is the Tik Tok trader. Just buy whatever is going up. advice. Semi stocks are going up. More people are buying them. Therefore, the strategy of simply buying whatever at semi stocks and the massive success, people reference how internet stocks stocks, the most popular, the ones with the market was overall a fantastic buy. You could have bought numerous companies that were not internet stocks and you period. The stocks that continued going up because people kept buying them. The dot bubble internet stocks. Those were semiconductor stocks is for a lot of in the short term, the market is mostly semiconductor buys. So I believe this earnings growth are growing. Their revenue is accelerating. Yet, the stock for a long time, but they were never Google. Google has the adjusted EBIT When you map this out with EBIT per employee so the amount of EBIT per Microsoft we see the EBIT going up by long term we have the EBIT per employee increasing its EBIT per employee at a or Google. It's growing its EBIT every adjusted EBIT per employee is going from Amazon because their revenue continues to grow. So the adjusted EBIT per attractive buy today is Meta. It's been Meta, it also trades at an 18 times forward PE. That gives you a lot of short term, the valuation could always go lower. Investors can sell out of Meta long term, this sets up for a very attractive buy. Met has already shown an complexity to accelerate revenue growth the premier sales and marketing SAS talked about releasing their AI API so a year in revenue. We expect a $10 whatever they want with an API and allow is selling at an 184p. Next up is an then on top of that, we have AWS, which trade below $400 per share. That puts trades around this range around a 30 plus PE ratio on a trailing basis. traded. has traded up to almost a 40 trailing PE just in 2024. So just last to fund semiconductor stocks. Since Microsoft is not a semi stock, it's sell-off, this was the big tech sell-off when you could have bought Microsoft for PE. That's right where we are today. earnings per share at a high teens rate. will prove to be an ideal time to buy. are all uniquely good buys in July, and risk. That's why we buy more than one fundamental reasons of why these stocks are attractive buys today. The next one year. And then if we look over the long stock now trades at valuations that are relatively tame. This is a 224 PE ratio today based on 2027's earnings per share 20. I believe these earnings per share the stock is actually below a 20 PE ratio based on the true earnings that Netflix stock is trading down is that have HBO coming out with like The House of the Dragon. You have Apple TV uh Apple TV has some really highbrow, viewership is struggling in the short data and they come up with long-term stock, this has never been a good expected to grow its earnings per share quickly, its revenue quickly, it's expected to have operating margins go this stock is that Netflix is a company stock market indiscriminately. That is Netflix and Spotify trade almost stock going down are fundamental. If whatever earnings growth projection you make for Netflix, why is Spotify stock particularly attractive buys today are amongst the competition of AV competitors. Uber stock price went as best to buy and then it traded all the the stock price went up to $281 per share. It traded down to 150. That's where I bought in on the company. It's traded back up a little bit now to 190. positions, Door Dash has moved up a Global. I've not decided to sell it yet. They both suffered extensive sell-offs over the long term. So that's one that selling off of course because of the of software that they own. This selloff Mastercard at a 254 PE 23 based off 2027's earnings is an attractive to many positions in my portfolio. I've these holdings so that when this trade

Video-style promotional post claiming investors are being misled about Google stock; core actionable statement is that “Google is a secular short.” Also references “misinformation about Netflix,” but without a clear directional call or specific catalysts. Mostly marketing/disclaimer content; limited tradable details.

Content centers on ASML reporting a major earnings/guidance beat (revenue/EPS and gross margin above guidance; guidance raised materially; mentions added 30% to 2026 DUV immersive plan). Despite this, the stock reaction is flat after a strong prior run (~+50%), implying expectations were already priced in and “hype”/momentum may be fading near term even as fundamentals look strong long term. Mentions Netflix and Google as portfolio holdings but provides no new catalysts for them here.

The source discusses an upcoming earnings week, highlighting JPMorgan and Goldman Sachs (banks), ASML and TSMC (semis), and Netflix (streaming) with competitive context vs Warner Bros/Max, NBCU/Peacock (Comcast), and YouTube (Alphabet). The author expresses clear bullishness on Meta and suggests buying Netflix on weakness around earnings; ASML/TSM are framed as potential “breaking point” reports but with unclear direction.

The piece argues that traditional value/quality buy-and-hold has been crowded out by momentum behavior concentrated in “AI stocks,” semiconductors, and memory; it highlights style dispersion (QQQ/AI-led outperformance) and warns that momentum works “until it isn’t,” implying elevated reversal/crash risk for crowded AI/semis and relative opportunity in lagging value/quality.

The provided text is essentially a video description (“9 Best Stocks To Buy In July”) plus platform/affiliate links and disclaimers. It does not include the actual 9 stocks, any tickers, or any concrete arguments beyond vague references to “Market Dynamics,” “Tom Lee on July strength,” and “Fail of the Week: Michael Saylor.” As-is, it’s not directly tradable because there are no identifiable securities or specific catalysts described.

Video promo centered on Jeremy Grantham-style crash call (stocks -70%), a segment on Zuckerberg discussing Meta spending, and a “fail of the week” about Polen Capital. The provided text contains little concrete, testable data beyond a broad bearish macro prediction and a Meta capex/spend discussion cue.

Only a title/body line (“The AI Boom Is Starting To Crack”) with no supporting details, drivers, time frame, or referenced companies/sectors. Not actionable as-is.

The provided source contains only a title/body stating “I Just Bought Two NEW Stocks” with no tickers, rationale, timing, or market context. There is insufficient information to extract tradable ideas or market theses.