Here are five of the stocks I’m looking at
What I’m Watching This Week
Earnings season is in full swing.
It’s a big earnings week ahead, and I’m sending out the August 2026 stock buys before the market opens tomorrow, so I’m going to keep this short.
The Week Ahead
This week is when things get really interesting in the market. It’s not just big banks and tech, which have mostly done reporting. This week, we get down to high-growth companies that fit in the Asymmetric Investing wheelhouse.
Here are five of the stocks I’m looking at.
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$Palantir Technologies Inc.(PLTR)$ : The talk of the market in 2025, Palantir has slipped based on valuation concerns alone. If growth continues at a strong pace the stock could recover, but even a small deceleration or sign that vertically integrated AI companies are taking share could be a bad sign.
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$Spotify Technology S.A.(SPOT)$ : Can the streaming music giant keep expanding margins, and more importantly, will the ad business start picking up?
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$Zeta Global Holdings Corp.(ZETA)$ : A stock in the Asymmetric Portfolio and one I’m expecting to grow 25%+ for the foreseeable future. But the biggest change in the last few months is going from being an AI-powered marketing company to a business intelligence company, including a partnership with Palantir. I’ll be listening to how that changes the future of the company.
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$Uber(UBER)$ : We know Uber’s agreement with Waymo is on thin ice, but when can we expect more autonomous vehicles on the Uber platform? If that disruption question is answered, the stock will be incredibly undervalued.
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$Walt Disney(DIS)$ : New CEO Josh D’Amaro has been in charge since March and it’s time to make a stamp on the company. I’ve suggested selling ESPN and the cable networks, but something needs to be done to shake up the business that has hidden gems — like the parks — under a shaky exterior.
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