Retail-trader YouTuber Invest With Corey has used his latest video to map out what he calls a five-stock blueprint for May 2026, anchored by Oracle as a 'financial fortress' he believes investors are still underestimating, paired with four AI-infrastructure and consumer-platform names trading at what he sees as capitulation lows.
Corey called Oracle 'the king of 2026', arguing the Magnificent-Seven capex surge that punished Meta on earnings is mechanically routing back into Oracle's revenue line through OCI cloud demand. He flagged Oracle's most recent quarter, with 22% revenue growth to $17.2 billion, but reserved his strongest case for the company's remaining performance obligation backlog. The RPO has surged to a 'staggering $98 billion' on the latest disclosure, with the broader contract pipeline he cites at $553 billion, of which Oracle expects to recognise approximately $180 billion over the next 12 months.
He argued the math leaves the company comfortable on debt servicing. Oracle's net debt sits near $123 billion, but Corey framed the $553 billion RPO as roughly four-and-a-half times that figure - 'essentially guaranteed income that is obligated' - and suggested the company could clear its debt position within three to five years using only existing performance obligations even if no new clients were added. With cloud projected to grow over 40%, raised 2027 guidance of $90 billion in revenue and analyst targets in the $220-$260 range, he sees the stock moving to that band by year-end.
The number two pick was Grab, the Singapore-listed Southeast Asian super-app, which Corey framed as a fintech rather than a ride-hailer. He cited a 66% year-on-year fintech revenue jump, near-$5 billion in cash, an aggressive $500 million share buyback and a Q1 2026 revenue target close to $938 million. He described Grab as effectively 'a SoFi, an Uber and a Lyft all-in-one' and pencilled in a path back to the $4.50-$5 range by end of summer if the company beats earnings, with $5-$6 plausible by year-end.
Number three was Applied Digital, which Corey called 'the landlord of the AI revolution'. He cited a 250% increase in quarterly revenue, a 15-year hyperscaler lease deal projected to bring in $5 billion, $16 billion in contracted prospective lease revenue and 583% year-on-year growth, framed against the wave of capex spending from Microsoft, Meta and Alphabet now flowing into power-secure data centre real estate.
Number four, Palantir, was framed as having reset its valuation after a 35% correction from its 2025 highs. Corey leaned on UBS and Wedbush upgrades with price targets reaching $200, 2026 revenue guidance of $7.19 billion (61% year-on-year growth) and a $7 billion cash position. He argued the geopolitical backdrop - particularly the Iran conflict - increases the probability that Palantir's AIP platform gets pulled deeper into US defence contracts, though he stressed that view is speculative.
The fifth pick, Navitas Semiconductor, is the smallest and most volatile. Corey framed gallium nitride and silicon carbide as 'mandatory for the next decade of tech', citing Navitas's zero-debt balance sheet, $232 million cash position, $443 million in equity and a 17% year-on-year earnings increase guide. He flagged the May 5 earnings report as a binary catalyst and noted the Nvidia partnership as the strategic anchor.
Corey was explicit that all five names are speculative growth picks tied to discretionary capital, not core holdings. 'No more than 5 to 10% of your portfolio in any one stock,' he said. He added the standard disclaimer that 'nothing in this video guarantees profits or future performance' and that the strategies are those he uses in his own portfolio rather than registered investment advice.
The broader macro backdrop he sketched was bullish-conditional: he expects the SPY and QQQ to revisit all-time highs once the Iran conflict eases, with any Federal Reserve rate cut serving as an additional tailwind. He argued the seven-month correction since October 2025 has pushed many of these names well below trend-line support, creating what he believes is an asymmetric setup for prepared investors heading into the second half.