Overview
The speaker shares their top five stock picks for September 2025, focusing on companies leading the AI and fintech sectors based on recent financial results and chart patterns.
Astera Labs (ALAB)
- Specialized in high-speed AI infrastructure for data centers.
- Q2 earnings showed sales up 150% and EPS up 238%.
- Chart pattern is a bull flag, indicating strong potential for growth.
Arista Networks (ANET)
- Provides essential networking for AI cloud operations.
- Q2 report showed sales up 30% and EPS up 38%.
- Company raised full-year guidance significantly.
- Chart shows a cup with handle pattern, suggesting a breakout is possible.
Celestica (CLS)
- Supplies custom AI hardware for major hyperscalers.
- Q2 results showed EPS up 54%.
- Repeated pick from July due to continued strong performance.
SoFi Technologies (SOFI)
- A fintech platform that has achieved sustained profitability.
- Q2 SEC filing shows revenue up 44% and EPS up 700% year-over-year.
- Chart is showing signs of a potential price move.
Robinhood (HOOD)
- Leading fintech brokerage platform.
- Q2 release reports sales up 45% and EPS up 100%.
- Stock is rebounding from strong support at the $10 level, offering compelling risk/reward.
Summary of Recommendations
- All five companies are cited as leaders in their respective segments, with impressive Q2 growth metrics.
- The speaker emphasizes watching for breakout opportunities on technical chart patterns.
Questions / Follow-Ups
- Audience is invited to share their favorite pick in the comments.