Top 3 Stocks I’m Adding to Right Now

Hey everyone,

This week I wanted to focus on action — what I’m actually buying.
The market feels a bit toppy, but to me, there is still opportunity.

Here are the 3 stocks I’m actively adding to right now, and why I believe they’re still massively undervalued when looking out to 2028 and beyond.

1. $PYPL – Quietly Becoming a Compounding Machine

PayPal has been one of the market’s most overlooked turnaround stories.
Here’s what I’m seeing:

• Buybacks are massive – retiring nearly 10% of the share count annually, which quietly boosts EPS even if revenue just grows modestly.

• Free Cash Flow is strong – billions coming in each year give management flexibility to keep shrinking the float and investing in the business.

• The bar is low – Wall Street expectations are muted, which means even small operating leverage improvements can surprise big.

I’ve been steadily adding because this feels like a stock that could re-rate sharply if execution continues. I wouldn’t be shocked to see this as one of my top 3 positions by year-end.

2. $AMD – Still Early in the AI Cycle

AMD has been one of my highest-conviction growth plays for years, and I think the next few years could be explosive.

• AI Chip Adoption is Accelerating – MI300 is already winning business with hyperscalers, and MI350/355 are next in line.

• Multiple Growth Drivers – Data center AI, PC recovery, and gaming all have tailwinds going into 2025–2026.

• Long-Term Margin Expansion – Higher-margin AI chips and software opportunities should drive earnings power higher.

This is the type of company I’m willing to keep adding to on any dip — I see a path where this becomes one of the most important players in AI infrastructure by 2030.

3. $OSCR – A Healthcare Turnaround in Motion

Oscar Health is finally turning the corner, and I believe the market is still underestimating it.

• Membership Growth is Strong – They continue to gain share in a massive, slow-moving industry.

• Margins are Improving – Medical Loss Ratios keep trending down, showing the model is working.

• Profitability is Near – Positive earnings could completely change how Wall Street values this business.

Oscar is my high-upside pick in the healthcare sector — I think this could look like a completely different company in 18–24 months if they keep executing.

My Approach

I’m not adding to these names for a quick trade — I’m building positions with a 3–5 year horizon.
My focus is on:

• Improving fundamentals – Are revenues, margins, and FCF moving in the right direction?

• Attractive valuations – Am I paying a fair price for future growth?

• Conviction over noise – I don’t care about day-to-day price action as long as the thesis is intact.

This approach lets me DCA without stressing about every market headline.

Final Thought

The market is near all-time highs, but there are still incredible deals if you’re willing to look past the noise.
These 3 names — $PYPL, $AMD, and $OSCR — are where I see some of the best risk/reward setups right now.

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Disclosure

This is not financial advice. These are simply my opinions based on my research and personal portfolio decisions. Always do your own due diligence before making investment choices, and consult with a financial professional if needed.