4 Stocks to BUY HEAVY in May 2026

Key Concepts

• Torque Score: A proprietary metric evaluating a stock’s potential for rapid movement based on beta, valuation, catalyst density, and historical volatility.
• Rule of 40/67: A software industry benchmark where the sum of revenue growth rate and profit margin should exceed 40%; the speaker highlights Zeta Global’s "Rule of 67" (50% growth + 16.7% EBITDA margin).
• Rare Earth Supply Chain: The process of mining, refining, and manufacturing permanent magnets (neodymium-iron-boron) essential for EVs, defense, and AI infrastructure.
• Post-Quantum Cryptography (PQC): Security standards designed to protect data against future quantum computing decryption capabilities (e.g., "Harvest Now, Decrypt Later" threats).
• Compounding Pharmacies: Facilities that customize medications; Hims & Hers utilizes these to scale peptide and GLP-1 distribution.

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1. Zeta Global (Ticker: ZA)

• Business Model: An AI-native marketing platform that replaces fragmented legacy stacks (Salesforce, Adobe) with a unified engine powered by proprietary first-party data and the "Athena" AI.
• Performance: Reported 50% YoY revenue growth in Q1 2026; 19 consecutive "beat and raise" quarters.
• Guidance: Raised full-year 2026 revenue guidance to 37% growth; adjusted EBITDA margin of 22.3%.
• Torque Score: 7/10 (High catalyst density and mid-cap mobility).

2. MP Materials (Ticker: MP)

• Business Model: The only fully integrated US rare earth producer, controlling the entire supply chain from the Mountain Pass mine to finished permanent magnets.
• Strategic Backing: The US Department of Defense (DoD) is an anchor customer and shareholder, providing a $110/kg price floor for neodymium-praseodymium (NdPr) oxide.
• Growth Catalyst: The "10X" magnet manufacturing facility in Texas, a $1.25 billion project expected to triple capacity by 2028.
• Torque Score: 8/10 (Driven by high macro sensitivity to US-China tensions and upcoming earnings).

3. Hims & Hers Health (Ticker: HIMS)

• Business Model: A direct-to-consumer telehealth platform aiming to be the "Amazon of personalized healthcare," offering subscriptions for weight loss (GLP-1s), dermatology, and mental health.
• Key Growth Drivers:
  • GLP-1 Partnerships: Direct distribution agreements with both Novo Nordisk (Wegovy/Ozempic) and Eli Lilly.
  • Peptides: Early investment in sterile manufacturing infrastructure ahead of potential FDA approval for specific peptides.
  • International Expansion: The acquisition of Eucalyptus to scale operations in Australia, Japan, UK, Germany, and Canada.
• Torque Score: 9/10 (High beta of 2.32 and significant upcoming catalysts, including FDA advisory committee votes).

4. Rigetti Computing (Ticker: RGTI)

• Business Model: A leader in gate-based superconducting quantum computing, providing hardware to government/defense labs and cloud access via their "Force" platform.
• Market Perspective: Positioned as an early-stage play in the quantum race, following the adoption trajectory of AI (Academic/Gov → Hyperscaler → Enterprise).
• Torque Score: 9/10 (High potential for "multibagger" status if quantum adoption mirrors AI growth).

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Sponsored Segment: Reliance Global Group (Ticker: EZRA)

• Dual-Layer Strategy:
  1. InsureTech Distribution: Operates "Rely Exchange" (B2B) and "5MinuteInsure.com" (B2C) to bridge the gap between fragmented independent agents and consumer demand.
  2. Ezra International Group: A strategic acquisition vehicle targeting small technology companies, specifically in Israel, with a focus on post-quantum cybersecurity.
• Market Context: The company is positioning itself to address the NIST-finalized post-quantum cryptography standards, which require government and enterprise systems to transition to quantum-resistant algorithms.
• Risk Factors: Small-cap volatility, historical net losses, and potential for shareholder dilution.

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Synthesis and Conclusion

The video emphasizes a "high-growth, high-torque" investment strategy for May 2026. The common thread across these selections is strategic positioning in essential infrastructure:

• Zeta Global captures the shift toward AI-driven marketing efficiency.
• MP Materials secures the US supply chain for critical defense and EV components.
• Hims & Hers leverages telehealth to disrupt traditional pharmacy and weight-loss markets.
• Rigetti Computing bets on the long-term maturation of quantum computing.
• Reliance Global Group attempts to capitalize on the intersection of insurance distribution and the urgent need for quantum-resistant cybersecurity.

Disclaimer: The speaker emphasizes that these are high-risk, high-reward opportunities and mandates that investors perform their own due diligence ("If you're the one taking the ultimate risk, you got to be the one doing the ultimate frisk").