7 Stocks at the TOP of My Watchlist Right Now

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In this video, I walk through 7 high-quality stocks currently at the top of my watchlist and explain why I’m focused on fundamentals first — and valuation second.

These are companies with strong revenue growth, improving or durable operating income, healthy operating margins, and meaningful free cash flow generation. The businesses are strong — but at today’s valuations, I’m choosing to stay patient and disciplined.

The 7 stocks covered in this video include:

Taiwan Semiconductor Manufacturing Company (TSM) – Critical global chip manufacturing infrastructure

Broadcom (AVGO) – High-margin semiconductor and software cash-flow compounder

Iren Ltd (IREN) – Higher-risk digital infrastructure play with improving fundamentals

Boeing (BA) – Turnaround aerospace leader with long-term recovery potential

Advanced Micro Devices (AMD) – Competitive semiconductor player gaining share in key markets

Home Depot (HD) – Best-in-class retailer with durable margins and cash flow

Toast (TOST) – High-growth restaurant technology platform approaching profitability

This video is designed for long-term investors who want to understand how to evaluate business quality, build a watchlist, and wait for valuation to align with fundamentals — rather than chasing short-term price action.

🧠 What You’ll Learn in This Video

How I evaluate revenue, operating income, margins, and free cash flow

What defines a high-quality business

Why valuation still matters — even for great companies

How I think about patience and timing as an investor

Why watchlists are more important than impulse buys

⚠️ Disclosure

This video is for educational purposes only and reflects my personal opinions. It is not financial advice. Always do your own research and consider your financial situation before investing.

⏱️ Timestamps

00:00 Introduction
0:40 What Makes a High-Quality Business
01:21 TSM
04:07 AVGO
06:00 IREN
08:30 BA
11:18 AMD
13:40 HD
16:05 TOST
18:14 Why I’m Being Patient Right Now

#stocks #investing #stockmarket

DISCLAIMER: Everything shared on this video is for educational & informational purposes ONLY. I am not a Financial Advisor, so please perform your own due diligence prior to investing. This video is not sponsored, some links are affiliate links and I may receive a small commission at no additional cost to you. Thank you for supporting my channel.