The video’s core thesis is that July 2026 offers a mix of beaten-down compounders and early AI/infrastructure plays with clear catalysts: NOW, NBIS, SMCI, OKLO, EOSE, and VIVK are framed as the setup. NOW is presented as the cleanest quality rebound: $3.88B subscription revenue, nearly $4B total revenue, 21.5% CRPO, $1B+ in AI contracts, and ninefold AI-agent growth. NBIS and SMCI are the AI infrastructure pair, while OKLO and EOSE are the power bottlenecks; VIVK is the sponsored oil-logistics name. The argument across the list is that the market has not fully priced reaccelerating growth, backlog, or margin recovery in these names.
The stock screen uses five filters: great value per dollar, a clear catalyst, riding a massive wave, growth speeding up not slowing down, and still early enough to have room left to run.
NOW posted $3.88B in subscription revenue, up 24.5%, and nearly $4B in total revenue, up 24%, both above the high end of guidance.
NOW beat earnings and raised full-year outlook after a quarter framed as a turning point following a year in the penalty box.
NOW’s CRPO reaccelerated to 21.5% after slowing last quarter and triggering the stock’s worst day ever.
NOW’s AI business crossed $1B in signed contracts, and AI-agent deployments are up ninefold in nine months.
NBIS did $399M in Q1 revenue, up 684% from a year earlier, and has $45B-$50B of signed long-term deals.
NBIS has roughly a $19B MSFT contract, a deal with META worth up to $27B, and received a $2B direct investment check from NVDA.
NBIS says new capacity sells out immediately, and it is scaling from a couple hundred megawatts toward roughly 1 gigawatt by year-end across Pennsylvania and Missouri.
NBIS targets a $7B-$9B annual revenue pace by the end of 2026, versus $530M for all of last year.
SMCI’s pitch is that NVDA chips need complete AI servers plus networking, storage, power, cables, and cooling, and SMCI assembles those systems faster than most rivals.
SMCI’s actual business has kept breaking records: about $7B in fiscal 2023, nearly $15B in 2024, around $22B in 2025, with management thinking it could approach $40B in fiscal 2026.
SMCI has pointed to more than $60B in new orders and a record backlog, while gross-margin guidance shifted from around 8% toward 15%-17%.
OKLO is framed as a small-reactor play for AI data centers, with Aurora sized at 15 MW to 75 MW and designed to be built next to the customer.
OKLO’s NRC signoff on core design criteria came faster than usual, Idaho National Laboratory is locked in through DOE, and first power there is targeted for late 2027.
OKLO has roughly 14 GW of customer interest, including a large LOI with Switch, plus a partnership with NVDA and Los Alamos on AI for reactor design and operations.
EOSE builds U.S.-made zinc batteries for long-duration grid storage, with 3-12 hour discharge aimed at solving the renewables and AI data-center power problem.
EOSE had about $645M of backlog and a roughly $24B broader pipeline in Q1, while revenue jumped from about $15.6M in 2024 to $114M in 2025 and Q1 2026 was up 445%.
EOSE is guided to $300M-$400M of revenue in 2026 and teamed with Cerberus on Frontier Power USA to finance and build customer projects.
VIVK’s operating model is three stages of the same barrel journey: trucking crude, injecting it into pipelines and terminals, then buying and reselling it through its 2024-launched marketing arm, now its largest revenue segment.
VIVK’s fourth business is remediation: a processing center meant to pull sellable hydrocarbons out of contaminated material, plus a washout station that adds a second service for the same customer visit.
VIVK announced a steady run of new recurring crude marketing agreements in June and last week, plus a forward physical crude purchase-and-sale deal starting in August, lasting a year, then month to month through Enterprise’s Cushing and Midland locations.