2 Stocks Wall Street HATES (And 1 It Can't Stop Buying)

Hinzugefügt: 2026-05-30

[00:00:00]Two stocks the market hates right now and one they can't get enough of. These businesses have massive growth catalysts and two are trading at substantial discounts to their true long-term value.

[00:00:10]Now, before we give you the first ticker for today, do us a quick favor. Smash that subscribe button, turn on the notifications, and hit the like button.

[00:00:18]And Jose, jump-start us with your top stock to buy on the dip right now.

[00:00:23]>> Thank you, Rachel, and I'm going to be swinging for the fences with the company that has been absolutely hammered recently. But, what we're seeing is the ultimate pure play on AI infrastructure.

[00:00:33]And Rachel, you know me, I am a huge, huge fan of the AI market. Now, the company I'm bringing up is Coreweave, ticker CRWV.

[00:00:41]Now, if you look at recent headlines, Coreweave's stock has plummeted from its recent highs of what, nearly $140 down to roughly $105 per share. Wall Street completely panicked because the recent Q1 earnings report showed widening net losses. But, here's the unique framing that the shortsighted retail market is completely missing. Wall Street is punishing Coreweave for spending money to build out a massive 99.4 billion dollars in revenue backlog, nearly a hundred billion dollars.

[00:01:15]Coreweave isn't a standard slow-moving cloud provider like some of the big giants. They are a hyper-specialized GPU-first AI hyperscaler. They build data centers designed from scratch purely purely to host massive Nvidia AI chips for training and inference. When you look at the raw data, their top-line growth is absolutely insane. Coreweave's revenue more than doubled in Q1, skyrocketing to 2.08 billion dollars.

[00:01:43]So, why did the stock drop? Because they are aggressively scaling out capacity, which requires a massive amount of upfront capital as they finally cross that 1 gigawatt of active power.

[00:01:57]Now, the market is treating those infrastructure expenses like lost money, but it's actually a highly calculated land grab. Tech pioneers like Meta just signed a massive $21 billion commitment with CoreWeave to secure infrastructure computing power. Nvidia itself just closed a massive $2 billion investment in CoreWeave's equity to accelerate their data center build-out, and big AI labs like Anthropic and OpenAI continue to make deals with CoreWeave. The reality here is that CoreWeave has the data centers. They have the contracts, and they have the direct backing of Nvidia. Getting to buy this hypergrowth juggernaut at a steep discount from the peak is, in my opinion, a gift.

[00:02:38]>> Now, that's an incredibly bold pick, Jose, and I I think you've highlighted uh how in your view the market might fail to distinguish between bad spending and what are really strategic high ROI capital investments. I mean, if you think about how Meta's putting a $21 billion commitment on the table, Nvidia's investing billions of their own capital, it seems like betting against CoreWeave could be a mistake.

[00:03:00]>> Agree, Rachel. And while in the short term the heavy debt and the fear of AI capex slowing down could create short-term headwinds, I believe there are long-term opportunities. But enough for a hated company, let's look at a company that the market can't get enough of.

[00:03:16]>> Yeah, I mean, that brings me uh directly to my first stock pick, which is cybersecurity leader CrowdStrike, ticker CRWD. Now, the stock split slightly following earnings. Really generous run-up the shares have seen over the last year. Uh but I think it's important to note, CrowdStrike isn't just selling antivirus software anymore. They've built the automated security operating system for the agentic AI era. Their Falcon platform protects corporate data, protects cloud networks, and the digital workflows that businesses are rolling out. And because companies are actively consolidating their tech setups to save money, they're ditching smaller security vendors and they're moving entirely onto CrowdStrike's unified platform. And when you look at the data, their core business, it's an absolute cash machine.

[00:04:01]So, CrowdStrike is growing its annual recurring revenue at a 22% year-over-year clip as of its recent financial report and sitting on a massive $4.4 billion in cash. Now, even more important, their platform efficiency is staggering. They boasted an 80% non-GAAP subscription gross margin and 97% gross retention rate. So, what does this mean? Once a business signs up, they almost never cancel. One of the primary growth vectors, if you will, moving forward is their custom Falcon Flex licensing model. That's already exploded to about $3.2 billion in total deal value across hundreds of major enterprise accounts. So, I think that this is a premium market leader with an immense role to play in the interplay between cybersecurity and the AI revolution.

[00:04:51]>> Well, Rachel, switching from a hypergrowth infrastructure play like Qualys to an absolute cybersecurity fortress like CrowdStrike is a beautiful way to balance out a portfolio. It's hard to argue, I mean, with an 80% gross margin and a 97% retention rate. All right, so now let's pivot out of the tech sector entirely for a second and our audience are always asking how to find defensive recession-proof value when the broader economy feels uncertain. If we look over at the healthcare sector, an industry that people rely on regardless of inflation or interest rate, is there a high-quality business sitting in the bargain bin right now?

[00:05:29]>> Yeah, there absolutely is and it's a company that essentially runs the the backbone of American medicine and that's HCA Healthcare, ticker HCA. So, HCA Healthcare is the largest non-governmental operator of acute care hospitals and clinics in the United States and they've experienced a temporary dip. You know, Wall Street analysts, I think, have been nervous about short-term labor costs, some minor fluctuations in surgery volumes. Um, but I think it's really important to take a step back. Healthcare demand is driven by demographics, not economic cycles, and HCA has an absolute geographic monopoly in the fastest-growing regions of the United States. Uh, they have a network of over 180 hospitals across the Sunbelt states, so specifically Florida and Texas. And these are areas that are experiencing an unprecedented influx of retiring baby boomers. So, the reality of an aging population, it creates a permanent structural tailwind uh, that no temporary economic slowdown can touch. And I also think it's important to underscore the fact that this is a business that is operating with a really strong financial foundation. You know, they brought in more than $2 billion in operating cash flow just in the first quarter of 2026 alone. That was up more than 20% year-over-year on a trailing 12-month basis. Uh, they delivered almost $13 billion in net operating cash flow. Um, and I think one of the other things to note is they've been aggressively rolling out AI-driven administrative and scheduling software. You know, we talk a lot about the ways in which AI is revolutionizing the tech space, but there are so many applications within healthcare. You know, by automating things like nurse charting and optimizing operating room scheduling in real time, um, HCA Healthcare is trying to resolve a lot of the industry's bottlenecks and try to lower costs. You know, they're trading at a steep discount to the broader market. If you're interested in the healthcare space, I think this is a stellar defensive, buy-the-dip candidate for a diversified portfolio.

[00:07:28]>> Thank you for that, Rachel. And I think we had an incredible lineup today, if I may say so myself. We went from a hypergrowth AI infrastructure play like CoreWeave to a massive cybersecurity cash flow machine with CrowdStrike, and we wrapped it up with a deeply defensive demographic-driven powerhouse in HCA Healthcare. When market volatility strikes, the unprepared retail investors panic and sell, but the smart money goes shopping for value. So, in today's episode, we had to make sure to take a closer look at two stocks the market hated and obviously one the market love.

[00:07:58]Drop a comment down below and let us know which of these three stocks you are buying today. Don't forget to hit the subscribe button, smash the like button if you got value from this breakdown, and we will see you all in the next video.