Buying ALL the Shares We CAN of These Stocks

Stealth Wealth Investing•Aug 15, 2026

Summary

Luke analyzes the top ten stocks purchased by retail investors in July, providing a long-term buy-and-hold perspective on the current market landscape. Luke identifies a significant divergence between high-performing technology leaders and struggling legacy industries. Luke's main thesis is that fundamental earnings performance is the only metric that truly matters for long-term investors, particularly during high capital expenditure cycles in the tech sector.

Nvidia (NVDA): Luke argues that Nvidia is a premier long-term investment because the company remains at the bleeding edge of chip technology. Luke praises retail investors for buying the dip at reasonable valuations, noting that Nvidia offers a much better deal than Tesla. Luke believes Nvidia will continue to surprise the market with new technological developments.

Tesla (TSLA): Luke expresses caution regarding Tesla, pointing out that the company currently faces numerous business problems and capital-intensive projects that are years or even decades away from profitability. Luke states that Tesla is the ultimate hype stock and notes that while it could return to $200, a drop to as low as $50 would not surprise Luke based on production value. Luke views Tesla as a long-term play but warns about the current lack of predictable financials.

SpaceX (SPACEX): Luke characterizes this investment as being firmly controlled by traders and expresses skepticism about its current valuation. Luke notes that despite a drop from all-time highs, the stock remains significantly overvalued, even more so than Tesla was in 2021. Luke states that Luke needs to see better earnings performance and profitability before considering it a viable long-term investment.

Apple (AAPL): Luke describes Apple as Luke's favorite stock of all time and a consistent cash-printing machine. Luke argues that the company is very well-run and remains a safe play for investors even without major recent innovations. Luke believes that if Apple releases one hit product or successfully integrates AI, the growth engine will re-accelerate significantly.

Amazon (AMZN): Luke is highly bullish on Amazon, stating that its core business is so strong that it is difficult not to continue dollar-cost averaging into the stock. Luke argues that Amazon has more potential for price appreciation than Google because it has not yet received full credit for its role in the AI race. Luke expects Amazon to produce amazing numbers once the current capital expenditure cycle concludes.

Ford (F): Luke is decidedly bearish on Ford and the broader legacy auto industry, citing squeezed margins and difficult business models as major red flags. Luke states that Luke does not understand why retail investors continue to buy Ford when superior technology stocks are available. Luke would rather own any other stock on this list instead of Ford.

AMD (AMD): Luke remains bullish on AMD long-term, believing the company has more room to run in the current chip cycle. Luke admits to not being a chip expert but relies on specialists who suggest AMD will pivot successfully as the market evolves. Luke notes that retail investors were somewhat late to this stock, buying after a significant price run-up.

Google (GOOGL): Luke highlights that Google has been a consistent recommendation on Luke's channel for years despite negative market sentiment. Luke argues that Google's fundamentals are unbelievable, with search growing at double digits and every metric accelerating. Luke believes the stock has more legs to run long-term once it moves past its current investment phase.

Microsoft (MSFT): Luke states that Microsoft is a definite winner in the AI race and views recent price drops as a significant "buy the dip" opportunity. Luke remains bullish on Microsoft's long-term prospects despite its slight fall in popularity among retail investors this month. Luke believes the company is one of the many winners that will emerge from the internet-like expansion of AI technology.

Palantir (PLTR): Luke is super bullish on Palantir, citing a string of incredible earnings calls that prove the company's fundamental strength. Luke mentions that Luke previously identified Palantir as an easy buy when it was trading below the $20 and $10 price ranges. Luke argues that Palantir is moving toward fair value much faster than other high-growth stocks due to its exceptional performance.

Mentioned Stocks

AMZN

Sentiment: BUYAction: RECOMMENDED

Reasoning: Luke is bullish on Amazon and finds it hard not to continue dollar-cost averaging into the company. Luke believes Amazon has significant upside potential as it hasn't yet received proper credit for its role in the AI sector.

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NVDA

Sentiment: BUYAction: RECOMMENDED

Reasoning: Luke is bullish on Nvidia long-term, praising retail investors for buying the dip at reasonable valuations. Luke believes Nvidia is a superior value compared to Tesla and remains a leader in cutting-edge chip technology.

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AMD

Sentiment: BUYAction: RECOMMENDED

Reasoning: Luke is bullish on AMD long-term and believes there are more legs to run in the current chip cycle. Luke relies on experts within Luke's group who suggest AMD is well-positioned to pivot as the cycle evolves.

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PLTR

Sentiment: BUYAction: RECOMMENDED

Reasoning: Luke is extremely bullish on Palantir due to its 'blistering, incredible' string of earnings calls and strong fundamentals. Luke mentions that Luke found it to be an easy buy when it was under $20 and especially when Wall Street priced it under $10. Luke believes the company is moving toward fair value quickly because of its performance.

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MSFT

Sentiment: BUYAction: RECOMMENDED

Reasoning: Luke is bullish on Microsoft long-term and views it as one of the major winners in the AI race. Luke notes that the recent decline in the stock provides a 'huge buy the dip opportunity' for investors.

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GOOGL

Sentiment: BUYAction: BOUGHT

Reasoning: Luke has been bullish on Google for years and mentions that Luke and Luke's group were 'scooping up shares like crazy' recently. Luke points out that search is growing by double digits and the company's metrics are accelerating despite high capital expenditures.

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AAPL

Sentiment: BUYAction: RECOMMENDED

Reasoning: Luke states that Apple is Luke's favorite stock of all time because it is an incredible company that prints cash. Luke views it as a safe and consistent play that is only one hit product away from re-accelerating growth.

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SPACEX

Sentiment: SELL

Reasoning: Luke is skeptical of the current valuation, noting it is significantly overvalued compared to its production. Luke states that the stock is currently trader-controlled and that a price target as low as $50 would be more in line with its actual value.

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TSLA

Sentiment: HOLD

Reasoning: Luke describes Tesla as a long-term play but warns about current business problems and capital-intensive projects that are years away. Luke notes that while the stock is popular, its valuation is stretched, and Luke mentions it could drop to $50 or stay at $200 depending on market sentiment.

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Sentiment: SELL

Reasoning: Luke is decidedly bearish on Ford, stating that legacy auto is a hard business with squeezed margins. Luke states that Luke does not understand why investors continue to buy it and would much rather own any other stock mentioned.

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