7 Stocks I’d Buy in May After This Market Rebound

This is a stock-picking video framed around the idea that April’s rebound in tech, AI, and mega-cap growth may have already captured the easy money, so May requires more selective buying. The speaker says sentiment moved from extreme fear to greed, earnings have been stronger than expected, and the AI trade has revalidated, but macro risks such as oil, geopolitics, inflation, and a less accommodative Fed still matter. He repeatedly emphasizes that the right question is not whether to buy or sell everything, but which companies still justify buying after the rebound based on earnings growth versus valuation. He uses Seeking Alpha as the main research platform and evaluates seven stocks: Meta, Mastercard, McDonald’s, Abbott Laboratories, Nvidia, S&P Global, and SoFi. …

1. April’s rebound was broad, but the speaker thinks the easy trade may already be over.
2. May should be treated as a stock-picker’s market, not a broad beta chase.
3. The core selection filter is earnings growth versus valuation, not just cheapness or recent momentum.
4. Meta is the top idea because AI spending is controversial, but the underlying business remains extremely profitable.
5. Nvidia still ranks near the top because AI capex growth can continue to outrun the stock’s apparent valuation.
6. Mastercard, Abbott, and S&P Global are quality names that became more interesting after pullbacks.
7. SoFi offers the most upside torque, but also the weakest profitability and widest dispersion of outcomes.
8. McDonald’s is the safest defensive name on the list, but not the best risk/reward.

• The speaker leans heavily on valuation metrics and DCF outputs, but many of the buy calls depend on those models rather than on clearly demonstrated operating inflection points.
• Meta is presented as a strong buy despite free cash flow declining sharply; the reasoning assumes AI spending will monetize successfully, which remains unproven.
• Nvidia is called attractive even after a huge run, but the argument relies on continued AI capex growth staying elevated.
• SoFi’s valuation upside is emphasized, but the business still has weak profitability and a wide range of outcomes, making the confidence level look optimistic relative to the risk.
• S&P Global and Mastercard are described as cheaper relative to history, but the case is less about near-term catalysts and more about premium-quality persistence, which is harder to time.
• McDonald’s is dismissed partly for weak growth, but the video also notes its defensive quality and dividend profile, so the ranking mixes growth preference with risk/reward more than pure business quality.