Hey Investors,
The wait is over. Here are our Best Buys for July 🎯
Each month, we look for great companies trading at attractive valuations and highlight three stocks that currently stand out to us.
Since December 2024, we’ve shared 57 Best Buys with our paid members.
Our Best Buys have delivered an average return of 20.7% so far. Several picks have delivered triple-digit returns 🔥
🚀 AMD: picked at $97.35, now +432%
🚀 ASML: picked at $662.63, now +167%
🚀 Alphabet: picked at $168.95, now +113%
We focus on high-quality businesses with strong fundamentals trading at attractive valuations. As Warren Buffett famously said:
“It’s better to buy a wonderful company at a fair price than a fair company at a wonderful price.”
Learn more about how we score stocks on fundamentals in our Fundamental Scoring Framework article.
To keep looking for the best opportunities, we don't pick the same Best Buy two months in a row.
Now let’s dive into our Top 3 Best Buys for July ✨👇
Disclaimer:
The information and opinions provided in this article are for informational and educational purposes only and should not be considered as investment advice. Please consult the general disclaimer for more details.
#3: Nvidia (NASDAQ: NVDA)
This is the third time we’re adding Nvidia to our Best Buys list. The first two times were in February 2025 and February 2026, when shares traded at $120 and $185. Today, the stock trades at $194, slightly above our last pick, but still nearly 18% below its all-time high reached in May.
The share price only tells part of the story. Since our previous pick, Nvidia’s revenue and earnings have continued to grow at an exceptional pace, making its valuation even more attractive.
AI is still in its early innings, and Nvidia continues to strengthen its leadership. It's an exceptional company that's firing on all cylinders and fully deserves a place on this month's Best Buys list 🎯
What Happened?
Many semiconductor stocks have delivered exceptional returns this year. Marvell is up 188%, AMD has gained 142%, and ASML has risen 77%. Nvidia is up just 4.5% year to date.
The company continues to deliver outstanding results. In its latest quarter (Q1 FY27), Nvidia generated $81.6 billion in revenue, up 85% YoY, while EPS increased an incredible 140%. The outlook remains very strong. Nvidia expects around $91 billion in revenue this quarter, with gross margins of 75%. For FY27, analysts expect revenue to grow 81% and EPS to increase 88%.
Why hasn't the stock kept up? Investors seem to be chasing other AI opportunities, such as memory and space. Nvidia keeps doing what it does best: growing revenue, earnings, and its market leadership.
The company also continues to expand its opportunities. Earlier this year, Nvidia officially entered the CPU market with its new RTX Spark Superchip. The first laptops powered by the new processor are expected to launch this fall from manufacturers such as Dell, HP, Lenovo, and Microsoft, opening the door to another massive growth opportunity.
For us, this creates an attractive opportunity. When a company keeps growing at an exceptional pace while the share price stays behind, only one thing happens: the valuation becomes increasingly attractive.
Why Nvidia Looks Attractive Now
In our view, Nvidia is fundamentally the strongest company in the world today. That is reflected in its outstanding fundamental score of 95 🟣, making it the only company we currently classify as Exceptional.
Nvidia currently trades at less than 30x earnings, and that doesn’t yet include the expected growth for the full FY27. Looking 12 months ahead, the stock trades at a forward P/E of just 19.6x. That’s lower than the forward P/E of the S&P 500, despite much stronger expected earnings growth.
Source: Opening Bell Daily Newsletter
The biggest risk is that AI investments slow down significantly. Based on the record CapEx plans of the hyperscalers, we don’t expect that to happen anytime soon.
We believe Nvidia is one of the most attractive stocks in the market today. We wouldn’t be surprised to see the stock reach $300 by the end of the year. If Nvidia continues to execute at this level, we believe it has a realistic chance of becoming the world's first $10 trillion company over the next few years.
The Future Investors (Vincent & Stefan) currently hold a position in Nvidia.
Fundamental Score: 95 🟣 → Exceptional
Current Stock Price: $194.83
The next two? Two leading companies trading at extremely attractive valuations today:
🌍 One is a global commodity company with world-class assets.
🚀 The other is a tech company with strong growth and a record backlog.
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