If you thought last week was a treat, Mike and Emmet are here to double your luck. They bring you six more stocks to fill out your portfolio across different tastes and risk factors. Check in with your needs and add to your shortlists.
We’ll pitch you:
- A Magnificent Seven member on the up and up in 2026
- A biotech—reasonable or risky
- A stock with nothing to do with AI (no bubbles here)
Magnificent Seven
Google (Alphabet) (NASDAQ: GOOG)
He can’t pitch Tesla twice in the same month, so despite trying to avoid the AI bubble, Emmet couldn’t resist pitching Google—especially as Google Gemini appears to be gaining ground on OpenAI. It’s certainly the king of data, and its financial health is leaps and bounds ahead of most AI incumbents.
Amazon (NASDAQ: AMZN)
Diversification rules the day, and some speculative bets still bake growth into this mega-cap. With chips and automation in the works, Amazon could still manage a second (even a third) act.
Biotech
Danaher Corporation (NYSE: DHR)
A major player in healthcare, diagnostics (its largest segment by revenue), and life sciences. Mike likes it for its diversification and razor-and-blade model, plus it has seen healthy improvement over the last few quarters. Emmet thinks it might be the best company you’ve never heard of.
Recursion Pharmaceuticals, Inc. (NASDAQ: RXRX)
An incredibly risky biotechnology company focused on discovering and developing drugs using AI. It targets orphan diseases—those affecting fewer than 250,000 people. Its revenue is lumpy, and it remains unprofitable.
Nothing to Do with AI (Snooze City)
Waste Management, Inc. (NYSE: WM)
Trucks, bins, holes in the ground—a perfect Peter Lynch “disgusting” stock. It’s essential and unsexy, but a consistent performer with rock-solid fundamentals and a healthy dividend.
Dutch Bros Inc. (NYSE: BROS)
An easy-to-understand coffee chain in the midst of major expansion. Focused on the drive-thru market, it owns most of its locations (rather than franchising) and has posted solid 6% same-store sales growth.
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00:00 Intro04:23 Magnificent Seven: Google15:29 Amazon21:40 Biotech Stocks: Danaher28:14 Recursion Pharmaceuticals39:25 Not an AI Stock: Waste Management45:23 Dutch Bros55:47 Following Prophet
