5 Stocks from Nasdaq for June 2025: Best Value Growth Picks for AI and Inflation Worries

Here we will discuss 5 stocks from Nasdaq for Jun 2025. If you thought the recent stock market surge meant easy money, think again. May brought a 6% rally that wiped out the tariff-driven scare as if it never happened. Since the April 8 bottom, stocks shot up a stunning 20% jump. Yet, beneath this surface, risks like sticky inflation and slowing economic growth aren’t going away. That’s why now, more than ever, it pays to be picky about where you put your money.  Watch the big moves in the market, and you’ll hear plenty of excitement. But smart investors look past the hype. With trade tensions and inflation coiling up like a spring, it’s time to dig deep for real winners. This guide highlights five stocks I’m buying for June 2025. These aren’t just hope-and-dream plays. They’re companies with solid growth, low valuations, and clear catalysts ahead—including four AI-driven businesses that are still on sale and one solar stock with the potential for a major rebound.

The Stock Market’s Big May Comeback

May’s 6% rally wasn’t just a rebound—it erased the ugly losses after the latest tariff scare almost overnight. Since the lows of April 8, Wall Street has enjoyed a 20% jump. You could call it a victory lap for the Bulls. But this sharp move up hides the truth: inflation worries haven’t gone away, and economic growth is cooling off. Investors have reasons to smile, but under the surface, those old storm clouds are gathering. You can’t afford to get complacent now. Price spikes and trade fears could jolt the market again, and the speed of this rebound means any new surprise could hit hard.

Why Being Selective with 5 Stocks Is More Important Than Ever

With Washington bickering over tariffs and inflation creeping up, picking the right stocks gets harder. Unthinkingly buying every dip or chasing the latest meme stock is a recipe for regret. The market is getting pickier, and so should you. This month, I’m narrowing my focus: only the best growth at a value price cuts. In this post, I’ll show you my five key buys for June. If you’re buying now, you need more than a good story—you need proof and the right price.

Value vs. Growth: You Don’t Have to Choose

A lot of investors fall into a tired trap: thinking you must pick between value and growth. Either you buy slow-moving bargains or pay top dollar for flashy growth, but not both. That’s outdated. In today’s market, you can find fast-growing companies trading at wild discounts. It’s like having your cake and eating it too. These are growth stocks with value prices, a rare combo that’s making smart investors a lot of money. Don’t settle for only one. Bargains are hiding among the fastest-growing names if you know where—and how—to look.

My Playbook for Finding Undervalued Growth 5 Stocks at NASDAQ

Spotting the right mix of value and growth starts with the numbers. First, I check price-to-sales (P/S) and price-to-earnings (P/E) ratios. Cheap by itself isn’t good enough—growth matters too.

Here’s my approach:

• Compare a company’s valuation to its historical averages.
• Adjust for expected revenue and earnings growth.
• Focus on themes that matter: AI, cybersecurity, and software.

For example, a company might look cheap on P/E, but if growth is stuck, it’s a trap. I want cheap stocks that are still growing 20-50% a year. If you want the full rundown, I’m deep into research on over 60 AI-related stocks and will soon release a full video ranking them. Make sure you subscribe and turn on notifications for that one.

Thematic Investing: Where the Big Trends Are

Traditional sector investing can feel like tossing darts at a board. Instead, I go after themes: technologies and shifts that drive massive change, like AI, cybersecurity, and even solar energy. The best returns come from catching the right theme early—and then picking the strongest names inside it. Four of my five picks this month are AI-driven. The fifth is a solar stock beaten down by politics but loaded with rebound potential. Now, let’s dig into the stocks I’m buying for June 2025—why they made the cut, their major catalysts, and how I’m playing each one.

Hewlett Packard Enterprise (HPE): Taking Aim at the AI and Data Center Surge

HPE took a beating this year, down 19%, mainly because of weak PC and laptop sales. But that slump hides a much bigger opportunity: the explosion in AI and data centre demand.

Why bet on HPE now? While the consumer tech side drags, the server and data centre business is at the centre of the AI revolution. Nvidia, fresh off shipping over 13,000 of its new AI chips in the first quarter, is stoking the fire for server makers. Those chips don’t work alone—they’re built into the very servers HPE makes. Every new AI system means more racks filled with HPE hardware.

Here’s why HPE catches my eye:

• Revenue is forecast to be up 8% this year, even with headwinds from the sluggish PC side.
• Trading at just 0.75 times sales, a 16% discount to its one-year average.
• Server demand is cyclical, but the AI buildout makes that cycle much smoother.
• Once PC and laptop sales rebound, growth should speed up again.

Reasons to Consider HPE:

• Positioned at the heart of the AI and server boom.
• The share price is deeply discounted against both peers and its history.
• As cyclical PC weakness fades, the better days are coming back.

Nvidia: Powering the AI Data Center Boom

Nvidia isn’t one of this month’s direct buy picks (it’s a bit rich on valuation), but it’s the spark that ignites the AI server market. Nvidia expects revenue to soar 53% this year, mainly from its Blackwell chips.

Those Blackwell chips are the new backbone of AI data centres. In the first quarter, Nvidia shipped 13,000 units, and everyone needed a server to call home. HPE, Dell, Super Micro Computer (SMCI) and a handful of others feed off this surge. The data centre theme is alive and kicking thanks to this explosive chip demand.

If you’re investing in AI data centres, make sure you’re paying attention to Nvidia’s moves—the ripple effect is huge.

Super Micro Computer (SMCI): The King of AI Servers

Now to my biggest single bet: Super Micro Computer (SMCI).

Right now, SMCI is my largest portfolio holding. I’ve even broken my own rule of keeping positions under 10%—it’s now 14% of my net worth, with 24,000 shares on the books. Why? Because this company owns more than a third of the high-performance computing server market. A top Raymond James analyst calls SMCI “a nearly pure play in AI”—a rare breath of fresh air for those who want pure growth without paying nosebleed prices.

Here’s what stands out:

• Expected revenue will rise 47% to $22 billion this year. If current trends hold, it’s on track for $30 billion next year.
• Shares trade at just 1.1 times trailing sales and only 8 times next year’s expected sales—that’s dirt cheap for this level of growth.
• With a $23 billion market cap, the numbers suggest this should be at least double the price in 12 months, maybe more.

What about risk? SMCI can be volatile, but I’m managing that by selling covered calls:

• Example: Sell June 2026 $50 strike calls for a $10 premium. That’s a 25% cash return.
• If SMCI soars above $50, my return grows to 66% in a year.

Pros of SMCI:

• Unmatched growth at a low valuation.
• Dominant in a red-hot AI trend.
• Strong option premiums for covered call sales.

Cons:

• Volatile—so manage size and consider options to reduce stress.
• High portfolio weighting adds risk.

SMCI offers the rare combination of hyper-growth with a price no one expects. It’s the kind of opportunity investors dream about.

DigitalOcean (DOCN): Undervalued Cloud Platform With AI Upside

DigitalOcean (DOCN) hasn’t had a great year—down 17%. But look past the headline, and you’ll see a stable cloud business used by AI teams and hyperscale tech companies alike.

DigitalOcean offers a full-stack platform that makes deploying cloud apps simple. That attracts smaller AI startups and developers looking for consistency. Here’s why I keep buying:

• Revenue growth is a steady 13%, not blockbuster, but better than most.
• The stock trades at 3.4 times sales, a 27% discount to its historical average.
• DigitalOcean is well positioned to grow alongside the broader AI buildout, even if it doesn’t make headlines.

What makes DOCN stand out is the blend of value and growth. Fast enough to ride shifts in cloud and AI demand, cheap enough to avoid overpaying. It sits near the bottom of its valuation range, which reassures me about upside potential.

Don’t miss my upcoming research breakdown, where I’ll rank 60 AI-related stocks by value, growth, and risk. Make sure you’re subscribed to catch when that video drops.

Why DigitalOcean Gets a Spot:

• Consistent growth without the big price tag.
• Trusted by a wide range of tech and AI builders.
• It is priced right for new investors looking for a solid entry.

UiPath (PATH): Playing the AI Automation Megatrend

People talk about AI changing everything, but most companies still waste hundreds of hours on manual processes. That’s where UiPath (PATH) steps in, delivering process automation through its AI-powered platform.

UiPath blew past earnings expectations last week, launching the stock up 15% before it drifted back. The bigger picture? The market for AI process automation is massive ($30 billion and growing fast). Even though current growth sits below 10%, positive earnings reactions suggest management is getting the playbook right.

I’m adding to my PATH position now as the company continues to sharpen its product and build real-world use cases for AI.

• Earnings momentum points to a possible turning point.
• Even modest sales growth starts to look very powerful when paired with a lean cost structure and a big market.

There are risks—like slowing topline growth—but I see enough signs of life to stay bullish, especially at today’s reasonable prices.

Sunrun (RUN): Solar Stock With Huge Rebound Potential

My only non-AI pick this month, Sunrun (RUN), just crashed by 42% after the House budget proposal aimed to repeal clean energy tax credits. The market freaked out, but this might create a big buy-the-dip moment.

The catch? This is more a trade than a hold-forever stock. The CEO warns that scrapping these credits could destroy up to 250,000 jobs and send household electricity costs through the roof. But the Senate is already pushing back, and a decision by July 4 could quickly reverse some pain.

I’m not buying Sunrun shares directly. Instead, here’s how I’m playing it:

Options Trade Details:

• Buy $ July 6 call options for $1.73.
• Sell $10 calls for $0.41.
• Net cost: $1.32.

If Sunrun rebounds to $10 by mid-July (the upper end of the spread), that’s a 203% return in just over a month. Even without a moonshot, there’s strong technical support at $7, so the breakeven ($7.32) feels realistic. If you want to learn how trade setups like this work, check out my Ultimate Options Course with $150 off and strategy resources.

Trade Snapshot:

• Strike prices: $6 (buy) and $10 (sell)
• Premium paid: $1.32 per spread
• Max return: 203% (if RUN hits $10+)
• Breakeven: $7.32
• Timeframe: Mid-July expiration

RUN isn’t a set-and-forget stock, but it’s a high-upside swing if political winds shift.

Using Covered Calls to Manage Volatility and Boost Income

High-growth stocks often swing wildly. One way to smooth those bumps—and put cash in your pocket—is by selling covered calls, especially on names like SMCI.

How does it work? You own the stock, then sell a call option with a strike price above today’s value. If the stock stays under, you keep both the shares and the premium. If the stock soars, you might need to sell at the strike price, but the premium cushions your cost.

Example with SMCI:

• Own shares at $40.
• Sell a $50 strike call a year out and collect $10 in premium.
• If shares soar past $50, you capture a 66% return (share gain plus the option premium). If not, you keep the premium and still own the stock.

Covered calls reduce your net cost and deliver steady income. The catch: you cap your upside if the stock rockets. For most, it’s a trade worth making on volatile growth names.

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Earnings to Watch: Dollar General (DG) vs. Dollar Tree (DLTR)

Big earnings news is coming from two discount retail giants: Dollar General (DG) and Dollar Tree (DLTR).

Here’s the trade-off:

• Dollar General books a bigger chunk of sales from food and consumables, which means only about 10% of sales risk tariff impact.
• Dollar Tree pulls in 43% of its product inventory from imports (mostly from China).

Both stocks bounced back this year, with DG up 29% and DLTR up 21%. But a deeper look shows DG pulling ahead:

MetricDollar General (DG)Dollar Tree (DLTR)

• YTD Performance +29% +21%
• Tariff Exposure ~10% of sales, 43% of products
• Revenue Growth (2025) +4% expected -40% expected
• Earnings Growth (2025) Positive -5% expected
• Price/Sales Ratio 0.53 1.10
• PE Ratio 19 ~19

DG’s mix of products insulates it from big swings in global trade, while DLTR faces risks from both tariff fights and slumping consumer spending. Dollar General isn’t just cheaper—it’s better positioned for steady growth even with headwinds. Ahead of this week’s earnings, it lands on my buy list.

CrowdStrike (CRWD): Waiting for the Right Entry

CrowdStrike (CRWD) is the top name in cybersecurity, and its Falcon platform leads the field. The stock’s up 110% since a July 2024 outage, showing huge investor demand. Cybersecurity remains my favourite long-term growth theme, but CrowdStrike’s stock got pricey after its run.

The company should post 20% sales growth both this year and next. However, rising costs and tough competition will shrink earnings per share by 12% before a rebound. After a huge run, CRWD trades at 28 times sales, which is steep. I’m not buying at these levels ahead of earnings, but if the market throws a tantrum and shares dip, I’ll look to scoop more.

Broadcom (AVGO): Watching the Next AI Infrastructure Star

Broadcom (AVGO) fires off earnings this Thursday, and expectations are big: 20% revenue growth and a 42% earnings jump. With its products used across AI infrastructure, Broadcom is my second favourite AI play (right after SMCI).

Nvidia’s positive data centre growth should keep AVGO humming along, but the stock isn’t cheap. It trades at 21 times sales, way above its average of 17 times over the past year. If management surprises with a better-than-expected outlook, there’s more room to run. But I’m waiting for a better price before adding to my shares.

Energy Sector: Trouble Now, Opportunity Soon

Energy stocks have had a rough year—down 4.8% last week, 8% YTD. Earnings fell 12% in the first quarter and are expected to tumble another 25% in Q2. But there’s a silver lining.

Analysts forecast a 21% earnings rebound for energy companies in 2026, the best of any sector. Stocks here are cheap, trading at only 14.6 times expected earnings, and that’s below the sector’s 10-year average. If you can stomach a few more months of sluggishness, the payback could be huge.

Favourite Long-Term Energy Picks:

• Chevron (CVX): Big balance sheet, steady dividends.
• Diamondback Energy (FANG): Aggressive returns, focused on Permian oil.
• Devon Energy (DVN): Growth and yield mixed.

Energy isn’t fun today, but buying when others give up often leads to outsized rewards.

Consumer Discretionary: Sorting Winners from Losers

Tariffs are splitting the consumer world in two. Out of 51 stocks in this group, only 17 are higher over the last three months.

Winners:

• Ulta Beauty: Strong brand and loyal following.
• Ford: Leaning into electric vehicles alongside steady trucks.
• DoorDash: Food delivery demand is holding up.
• McDonald’s: Fast food giant with global reach.

Laggards:

• **Best # 5 Stocks I’m Buying for June 2025: Undervalued Growth Picks Amid AI Boom and Inflation Fears

The stock market has made a powerful comeback. In May, we saw a 6% rally that erased the sting of the recent tariff-driven crash. Since hitting bottom in April, stocks have charged up by a staggering 20% jump. But don’t let the green screens fool you—underlying risks like inflation and a slowing economy are still winding up, ready to snap. If you’re not careful, a misstep now can cost you later.

The Stock Market’s Big May Comeback

May wasn’t just another month for investors—it was a show of force. The 6% rally in the S&P 500 shook off the tariff panic, wiping out all losses like nothing happened. Since the April 8 lows, stocks enjoyed a 20% jump that had many thinking the party’s back on.

But look closer. Inflation is lurking, and the economy is cooling. Many stocks look expensive after that rocket ride. If history is any guide, this kind of run-up often brings a sharp reversal, especially if we get a surprise in economic data or tariffs hit harder than expected. Volatility is here to stay, and only well-informed, pickier investors will thrive going forward.

Why Being Selective with Stocks Is More Important Than Ever

Tariffs, inflation, and a slowing economy are the big threats in today’s market. The effect of new tariffs will show up soon in prices, and that’s likely to spook both consumers and investors. Chasing every hot tip or following the crowd can get you in trouble now.

Instead, a precise approach is crucial—carefully researching individual ideas and making sure strong data back every stock you buy has a real upside. In this post, I’ll share my top five high-conviction picks for June, covering massive growth themes like AI and a solar stock primed to rebound if Washington steps in.

Value vs. Growth: Why You Can Have Both

Some say you can only choose one: cheap value or strong growth. But why settle? The true gems are companies growing fast but still priced as if they’re stuck in neutral. It’s like having your cake and eating it, too—getting the upside of growth with the cushion of a good price.

Many investors ignore these, thinking bargains have to be slow or boring. But if you dig, you can find world-class growth stocks still trading at value prices. That’s what I’m hunting, and that’s what this watchlist is all about.

How I Find Undervalued Growth Stocks

Here’s a look under the hood at my method for finding these opportunities:

• Start with price-to-sales (P/S) and price-to-earnings (P/E) as the basic filter.
• Adjust the value for actual growth. A lower multiple on a fast-growing firm is often a screaming buy.
• Dig deep into themes with the most tailwinds right now—AI, cybersecurity, and software.
• Check valuations against their 1-year averages and peers.
• Only pick companies with both growth pedigree and a true discount to the market.

I’m working on a comprehensive ranking of 60 AI stocks using these rules. Make sure you’re subscribed on YouTube for that in-depth breakdown. Picking the right tech names now could set your portfolio up for years.

The Magic of Thematic Investing

Going broad with sectors like tech or industrials can work, but zeroing in on themes delivers bigger results. Investing in a trend with momentum—like AI, cybersecurity, or solar—means you catch more of the winners and avoid dead money. My June picks showcase this focus, with four tied to the AI trend and one in solar that’s been oversold.

Smart thematic investing positions you for the waves that move the whole market.

Hewlett Packard Enterprise (HPE): Tapping Into the AI and Data Center Surge

Hewlett Packard Enterprise (HPE) has struggled this year, falling 19%. Weak laptop and PC demand is dragging on earnings. But that’s missing the real story—servers and data centres are in high demand as the AI boom gathers speed.

Here’s why HPE stands out for June:

• The real growth is in AI-powered data centres. Every new AI application needs massive server farms, and HPE is a key supplier.
• Nvidia’s AI chip shipments—over 13,000 Blackwell chips in Q1—fuel new server demand, much of which flows to HPE.
• Revenue forecast: Up 8% this year, even with the PC side hurting. Once consumer tech rebounds, revenue could climb even faster.
• Valuation: HPE trades for just 0.75 times sales, which is 16% below its 1-year average. That’s a rare value for a steady earner.

Why buy HPE now?

• Dirt-cheap compared to its past prices and peers.
• Positioned perfectly for the AI server surge.
• PC/laptop weakness is temporary and will eventually turn.

If you want a discounted entry to the AI hardware trend, HPE is your shot.

Nvidia’s Engine Underneath the AI Data Center Boom

Nvidia’s not on my buy list this month—the price is just too high—but Nvidia chips are the fuel for the current data centre theme. The company projects 53% revenue growth in 2025 thanks to the huge demand for Blackwell chips. In Q1 alone, Nvidia shipped 13,000 of its new AI workhorses.

Those chips all require server power—HPE, Dell, and Super Micro Computer are laser-focused on serving this demand spike. The AI race is real, and Nvidia’s surge lifts everyone around it.

Super Micro Computer (SMCI): The Unmatched AI Server Leader

Super Micro Computer (SMCI) is my biggest portfolio position for a reason. I own 24,000 shares, making up 14% of my invested assets—and I even added more last week. This kind of conviction doesn’t come easy for me, but SMCI’s mix of growth and value is too rare to pass up.

The story is clear:

• Over one-third of the high-performance computing server market belongs to SMCI.
• Raymond James dubs it a “near pure play in AI.”
• Revenue: Set to jump 47% this year to $22B and could hit almost $30B if the AI buildout continues.
• Market cap: $23B, yet trades at just 1.1 times trailing sales and 8 times expected sales for next year.

With AI demand soaring, SMCI’s revenue growth is likely underappreciated. At today’s prices, the stock should be worth double in a year if current trends hold. On top of that, the stock is volatile—prime for selling covered calls.

My current tactic:

• Sell June 2026 $50 strike calls for $10+ in premium—a 25% instant return. If called away, that’s a 66% total gain.
• The hefty premium lowers my risk and juices my cash flow.

Pros of SMCI:

• Fastest growth at a value price.
• Dominant in a critical technology wave.
• Strong options premiums for risk management.

Cons:

• Highly volatile, needs discipline.
• Bigger allocation raises overall risk.

SMCI offers rare growth at a fire-sale price. I keep buying.

DigitalOcean (DOCN): Grossly Undervalued Cloud Builder

DigitalOcean (DOCN) has dropped 17% since the start of 2025, but the business remains steady. With 13% annual revenue growth and a laser focus on simple, scalable cloud tools, DigitalOcean stands out among cloud names.

• The platform is a favourite with AI developers who need quick, easy launches.
• Valuation: Just 3.4 times sales, a full 27% below its year average—cheap for a steady grower.
• Consistent growth beats swinging wildly between hype and panic.

DigitalOcean doesn’t need breakneck acceleration to be a great investment. Priced nearly at its lows, the margin for error is wider than most tech names. For more on how it stacks up, watch for my big AI stocks ranking video coming soon.

DOCN’s strengths:

• Solid, reliable growth without wild price swings.
• A platform built for the next wave of AI and SaaS companies.
• Discounted entry makes the downside far less scary.

UiPath (PATH): Automating the Future With AI

Process automation is a $30 billion market, and UiPath (PATH) absolutely dominates its corner. The company’s last earnings beat expectations, sending shares up 15% before drifting lower—a common story after strong quarters in growth tech.

• Growth is under 10% now, but it is turning a corner as profits start to matter more in tech.
• PATH’s platform helps big businesses automate tedious tasks, a huge efficiency win as wage pressure and labour shortages bite.
• Positive stock reaction to earnings shows Wall Street is gaining faith.

I’m adding more PATH as AI automation goes mainstream. Progress is slow, but steady wins over time.

Sunrun (RUN): A Solar Trade With Short-Term Juice

Most solar stocks tanked last month after the House moved to repeal clean energy tax credits. Sunrun (RUN) was hit hardest, crashing 42%. Market panic was so loud that few stopped to consider what would happen next.

• The Senate isn’t done yet, and multiple senators have said they won’t let key credits vanish. A resolution could come by July 4.
• The CEO warns of 250,000 lost jobs and higher bills if credits vanish. Lawmakers don’t want that blowback.
• For now, I’m trading RUN using a bull call spread, not straight shares.

Here’s my strategy:

• Buy the $6 call option for $1.73.
• Sell the $10 call for $0.41.
• Net cost: $1.32. These options expire in mid-July.

If RUN bounces to $10, I pocket a 203% gain on the spread. Even a small bounce puts me near breakeven, with the stock’s support around $7.32. 

Covered Calls: How I Reduce Risk and Pad My Account

Selling covered calls is my favourite way to lower risk on volatile stocks. Here’s how it works:

• Own shares (like SMCI).
• Sell a call option at a strike above today’s price.
• Collect a premium upfront. If the stock soars, you may have to sell at the strike—but you won big and got paid for waiting.

The risk? You miss the upside above the strike. But in a hot stock that jumps up and down, that kind of trade churns out steady gains and slashes your net cost basis. Perfect for nervous investors or those with big allocations to one name.

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Stocks to Watch This Week: Dollar General (DG) vs. Dollar Tree (DLTR)

Both Dollar General (DG) and Dollar Tree (DLTR) reported earnings this week. But under the hood, they couldn’t be more different.

• DG gets most of its sales from food and essentials, so only 10% is import/tariff impacted.
• DLTR gets 43% of its inventory from imports, mostly from China, and is far more exposed to trade drama.
• Year-to-date, DG is up 29%, and DLTR is up 21%.
• DG expects to grow sales and earnings; DLTR faces a 40% revenue plunge and a 5% earnings decline.
• Dollar General (DG)Dollar Tree (DLTR)
• YTD Performance +29% +21%
• Tariff Exposure ~10% of sales, 43% of products
• Revenue Outlook +4% growth -40% drop
• Earnings Outlook Positive -5% drop
• Price/Sales 0.53 1.1
• PE Ratio 19 ~19

DG is my top pick of the pair: less exposed, growing through turmoil, and trading cheaper on almost every metric.

CrowdStrike (CRWD): Cybersecurity Powerhouse—Wait for a Better Entry

CrowdStrike (CRWD) is up 110% since last summer, riding a wave of strong demand for its Falcon cybersecurity platform. It’s still my top long-term cybersecurity pick, but I’m watching from the sidelines for now.

• The company is set for 20% revenue growth this year and next, but earnings will dip 12% in the short run as costs creep up.
• The stock is expensive, trading at 28 times sales. For now, I’m holding off and waiting for a pullback before adding more.

When the next weak day hits, this is a name I’ll be all over—but not at today’s valuation.

Broadcom (AVGO): Second-Favorite AI Play at a Price

Broadcom (AVGO) is set to release strong earnings—20% revenue growth and a 42% jump in profits. It’s my second favourite play on the AI boom’s infrastructure.

• Broadcom’s hardware is everywhere in new AI data centres.
• Trades at 21 times sales, above its 1-year average of 17 times.
• With Nvidia fueling the trend, Broadcom could still surprise.

I like the business, but I will wait for a better entry point, as valuations are cool.

Energy: Ugly Now, Attractive Soon

Energy stocks fell 4.8% last week and are down 8% in 2025. Q1 earnings dropped 12%, and Q2 is set for another 25% tumble. But here’s the bull case:

• 2026 forecasts call for a 21% earnings rebound, the best of any sector.
• Energy trades at 14.6 times next year’s earnings, cheaper than any other group and its 10-year average.

My long-term energy favourites:

• Chevron (CVX): Steady cash and safe yield.
• Diamondback (FANG): Growth-focused Permian driller.
• Devon Energy (DVN): Mix of yield, growth, and flexibility.

Pain now, but big potential soon. Consumer Discretionary: Tariffs Create Winners and Losers  With 51 stocks in the discretionary group, only 17 showed gains over three months. Who’s winning?

Winners:

• Ulta Beauty: Unbreakable brand, loyal shoppers.
• Ford: Strong execution on EVs and trucks.
• DoorDash: Sticky demand, unrivalled reach.
• McDonald’s: Adaptable across all markets, inflation-resistant.

Losers:

• Best Buy: Electronics sales losing steam in a higher-rate environment.
• Nike & Lululemon: Apparel demand soft with tariffs and squeezing wallets.

Stick with winners in strong niches and avoid brands with sliding sales and tariff risk.

A Volatile Summer Ahead? Tariffs, Inflation Data, and Jobs in Focus

Last week, the U.S. Court of International Trade ruled that President Trump can’t use a 1977 law for blanket tariffs. But don’t get excited—the ruling got paused by appeals, leaving tariffs intact for now. Odds are, this drama is headed to the Supreme Court, which means months of headline risk and little progress.

• This legal mess means other countries have no reason to strike new trade deals. Why bend if the rules might change?
• The next inflation report (CPI, released June 12) could show tariff pain in higher prices. Later, the PCE reading will matter for markets.
• The monthly jobs report is also in focus. With employment slowing down, a tariff shock could send those numbers lower, fast.

With market nervousness rising, take every new rally with caution and keep buying decisions backed by research.

Final Thoughts: Trust the Data, Not the Hype

Stock picking in a hot-and-cold market takes nerve and a plan. Being picky isn’t just for portfolio managers—it’s what keeps your wealth safe. The five stocks I’m buying this June check my boxes for real growth, fair price, and clear themes.

• HPE, SMCI, DOCN, and PATH are playing the unstoppable AI trend—but avoiding bubble prices.
• RUN gives a short-term swing at a solar rebound, with clear catalysts ahead.

Keep your eyes on the data, tune out the noise, and, as always, invest with discipline.

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