4 Stocks to Buy Heavy in May 2026

Folks, you better get ready. In today's video, we're going to break down the top four stocks to buy heavy in May 2026. These are all companies where the growth rate of the underlying business is growing extremely fast. 30, 40, even 50, 60 percent, while the valuation is still dirt cheap, which of course is a killer combination. We're going to break all these down for you, as well as break down the torque score for each. The torque score is going to be a combination of beta, how underpriced the valuation is, catalyst density, and how violently the stock has historically moved on news. Torque is one of the most underused concepts in the stock market, and it's one of the most lucrative, if you can play it right. Anyways, I'll present the case for each of these, and I'll let you be the judge. And then it will be time for our sponsored segment on Reliance Global Group, ticker symbol EZRA, on the NASDAQ. They're operating an insurtech distribution platform with organic growth momentum, while building out a new acquisition platform. Their first executed deal is in post-quantum cybersecurity, a market being shaped by newly finalized standards and federal migration timelines that are pushing both government systems and increasingly enterprises to plan for quantum-resistant cryptography. I'll present the company and why you may want to start your due diligence on it. And as always, if you're the one taking the ultimate risk, you've got to be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. Hey, where are you taking my flowers? Okay, let's start with number four, Zeta Global, ticker symbol ZETA. So what exactly does Zeta do? Well, think of them as the engine that sits behind enterprise marketing teams, helping companies figure out who their best customers are, when to reach them, and what to say. They run on proprietary first-party data, which is basically trillions of behavioral signals on hundreds of millions of consumers. And they layer AI on top through their flagship product called Athena, which they built with OpenAI. Their customers are marketing departments at Fortune 500 companies, think banks, insurance firms, retailers, telecom companies, automakers, travel, and hospitality. The pitch to these consumers is very, very simple. Replace your fragmented stack of legacy marketing tools like Salesforce Marketing Cloud, Adobe, dozens of point solutions with one unified AI native platform that has the data and the intelligence built in. And Zeta makes their money on subscription contracts, plus usage-based fees as customers scale up their campaigns. Now, if you look at the growth story, they just reported Q1 2026 earnings two days ago. Revenue hit 50% year over year. Adjusted EBITDA was 66 million, up 42%. Free cash flow was $41.7 million, with conversion improving to 63%. They beat the high end of their own guidance by $26 million at seven points above midpoint. And this was, get this, this was the 19th consecutive beat and raise quarter, 19 in a row. But the numbers suggest that the company has a lot more upside. After the Q1, print management raised full year 2026 guidance by another $30 million, which represents 37% growth for the full year. Adjusted EBITDA guide raised to 397 million at 22.3%, beautiful margin. Free cash flow guiding raised to $235 million. And the company is well over the rule of 40 for software companies. They're actually hitting a rule of 67. That's 50% revenue growth plus 16.7% EBITDA margin. Torque score, seven out of 10. And my seven out of 10 score here reflects the high catalyst density, broad analyst coverage, and mid-cap mobility, balanced by the fact that this is a profitable software company generating meaningful cash flow. So here you have a quality name that can also move a lot. The overall story is this one is quite Torquey McTorquey. Stock number three, MP Materials, sticker symbol MP. Now we've been big fans of this one and public about it since less than half of the current trading price, and since before the government backed them. However, now that the government has backed them, you have to understand that the growth story for this company long-term is way, way higher than current trading prices. What does MP Materials actually do? Well, MP Materials is the only fully integrated rare earth producer in the United States. They own the Mountain Pass Mine in California, which is the only operating rare earth mine on American soil. They process the ore into refined rare earth oxides on site, and they manufacture the finished neodymium iron boron permanent magnets at facilities in Texas, which are very, very important. These magnets go into electric vehicle motors, F-35 fighter jets, drones, submarines, wind turbines, robotic systems, and AI data center cooling infrastructure, and many other components of AI data centers. Anywhere you have a high-strength permanent magnet powering a motor or a sensor, you need rare earths. China, as we talk about a lot, controls about 70% of global rare earth supply. Some estimates are way higher. MP is the entire U.S. answer to that problem. The full mine-to-magnet supply chain in one company, their customer list reflects their very strategic position. MP has a $500 million long-term supply agreement with Apple to provide rare earth magnets for iPhones. They have a long-term offtake agreement with General Motors for EV motor magnets. And as of July 2025, the United States Department of Defense is now an anchor customer and the largest shareholder. And I'm going to give it a torque score of 8 out of 10. But what jacks MP materials up to a score of 8 is the catalyst density over the coming weeks. MP reports their Q1 2026 earnings on May 7th, which is this Thursday. The stock has shown it can move 5% to 10% on a single news headline. Earnings can be even more. The macro sensitivity to U.S.-China rare earth tensions is extremely high right now. And there's an active multi-year build-out of their 10X magnet manufacturing facility that creates news flow throughout 2026 and 2028. Now, let me walk you through a little bit more of the deal they signed with the Department of Defense last year. The DoD invested $400 million in convertible preferred stock. They got a 10-year warrant to buy more stock at $30.03 per share. DoD also locked in a 10-year price floor, and this is the more important part, at $110 per kilogram on MP's neodymium frazionidium oxide. That means that if market prices fall below $110, well, the Pentagon pays that difference quarterly. They also committed to a 10-year magnet offtake agreement. They added a $150 million loan for heavy rare earth separation expansion at Mountain Pass. And on top of all of that, JPMorgan and Goldman Sachs committed $1 billion in financing for the new magnet facility. When the Morgans over at JPMorgan and the Sachs over at Goldman are backing you alongside the Pentagon, well, oof, you've got a lot of big money backing you, and we're not even talking about that Apple buy. Now, that facility, the 10X facility, is being built in North Lake, Texas, on a 120-acre campus. It's a $1.25 billion project anchored by the DoD partnership and roughly $200 million in Texas state incentives. When it's commissioned in 2028, it will take MP's total U.S. magnet manufacturing capacity to 10,000 metric tons per year, more than tripling current capacity. Now, the exponential growth map on MP works like this. 2025 was the production ramp year. 2026 is the year branded NDPR production skills with the price for protecting margins on the downside. 2027 is when the existing magnet operations at Independence and Fort Worth hit full run rate. And 2028 is when the 10X facility comes online and triples capacity. By 2028, analysts are modeling MP doing roughly $1 billion in revenue and positive earnings around $200 to $300 million from a current revenue base of roughly $275 million. That's the exponential curve right there. Stock number two, Hims and Hers Health, ticker symbol HIMS. Now, I've long believed that this is a generational buy type of company, not one that goes straight up, but one that has a very rocky road to extreme value creation over the next 5 to 10 years. And in fact, we've come out for this one many, many times over the last year. However, one of the most aggressive times we came out was back when this was trading at just $16 in February. And we said, look, this is an obvious dip buy. And right now, even though the stock has gone up substantially since then, we continue to believe that the vast, vast, vast majority of the growth story is not baked in for this stock. Hims and Hers is a direct-to-consumer telehealth platform. Customers go to the website or the app, fill out a medical questionnaire, get connected to a licensed clinician, and if appropriate, get a prescription delivered to their door, all on a recurring subscription. They started in 2017 with hair loss and ED medication for men. Today, the platform spans weight loss, including GLP-1s like Wegovy and ZepBounds, hanky-panky health, dermatology and skin care, mental health, including anxiety and depression treatment, sleep, primary care, hormone replacement therapy, and now peptides. They have over 2.5 million paying subscribers in the U.S. They operate their own $503 billion compounding pharmacies, their own peptide manufacturing facility in California. And as of 2026, they're aggressively building out international markets. A simple way to think about Hims is they're trying to become the Amazon of personalized healthcare, a single platform where most of your routine prescription healthcare needs get handled at lower costs with better convenience than the traditional doctor and pharmacy system. Now, torque score on this one is very, very high. We're giving it a nine. The beta on this is 2.32. However, when you look at the overall catalyst density, oof, there are four catalysts in front of the stock in the next few months. Q1 2026 earnings on May 11th, the FDA Peptide Advisory Committee vote on July 23rd and 24th, and this big eucalyptics deal that is closing in mid-2026, although we don't have the exact date yet, we're getting very close to mid-2026. You also have a branded GLP-1 ramp that I think is going to show up in the coming quarters. Each one of these catalysts individually can move the stock 10 to 15, maybe even 20 to 25%. This stock has one of the biggest catalyst densities in the market right now. Now, there's three reasons I'm excited about this stock. First, GLP-1 partnerships. On March 9th, Novo Nordisk signed a distribution deal with Hims to sell branded Wigovi and Ozempic on the platform. Then on April 23rd, Eli Lilly came in with a Lilly direct routing agreement. So that means that Hims is now the only telehealth platform in America with direct distribution agreements with both of these GLP-1 monopolists. Branded GLP-1 prescriptions through these channels could exceed 100,000 per month according to management, and that's going to show up in Q2 and Q3 and Q4. Second thing, peptides. So back in February of 2025, Hims quietly bought a sterile peptide manufacturing facility in California. The FDA has scheduled a pharmacy compounded advisory committee meeting for July 23 and 24 where the panel will review whether to add seven specific peptides to their approved list. If that vote goes the way that the market is starting to think it will, well, Hims is the only major telehealth company in America with the manufactured infrastructure already in place to mass produce these at scale. They built the factory before the rule change, so if they get a positive vote, which odds are looking more and more in that favor? Well, oof, Hims has got a huge lead on everybody. And then third, you got to understand the international argument here. Hims is acquiring Eucalyptus for up to $1.15 billion with $240 million payable in cash at closing. Eucalyptus already has 775,000 customers and annual revenue run rate north of $450 million. Triple digit ARR growth in every quarter of 2025 and operations already taking place in Australia, Japan, the UK, Germany, and Canada. Hims' rest of world revenue was up 825% year over year last quarter alone. Full year 2025 international revenue grew almost 400% to $134 million. Now management's stated goal is to scale international to over $1 billion in annual revenue within three years and the deal closes mid-2026. So if you see this go through, oof, oof. Are you going to see the international segment, the rest of the world revenue for Hims go to the moon? Stock number one, Rigetti Computing RGTI. Now if you've been a long-term follower of the channel, well, we've also been a fan of this one since much lower levels. However, the quantum space is just starting to heat up and there's a massive quantum race right now. Two years ago, people said that quantum was all BS and hype and now today you're seeing governments around the world spend tons and tons of money to stay competitive in this space. You're seeing companies spend tons and tons of money to make sure that their companies stay competitive and get the best chips and you see NVIDIA leading the charge on this. Well, Rigetti is one of the top plays in the quantum space and for me, it's going to be one of the most notable. Their architecture is called gate-based superconducting quantum, which is the same technology approach that Google, IBM and the hyperscalers are betting on for production-scale quantum computing. Now they sell their quantum computers in two ways. First, on-premises hardware systems delivered to government labs, defense agencies and research institutions like the U.S. Air Force, India's National Supercomputing Center and Japanese research organizations. Second, cloud access through their force platform where developers and enterprises can run quantum algorithms. Now the macro tailwind is what makes Rigetti such a compelling stock right now. Quantum is no longer just an academic project as haters like to say. NVIDIA actually hosted a quantum day at the GTC. Google publishes quantum supremacy benchmarks. Microsoft, IBM and AWS are all racing to integrate quantum computing into their cloud offerings. Every major hyperscaler is signing quantum partnerships. This is the same playbook that we saw with AI. Government and academic adoption first, then hyperscaler procurement, then enterprise scale-up overall. RGTI is in the early innings of this. If quantum computing follows even a fraction of the trajectory that AI followed from 2018 to 2024, well, RGTI as a $5.8 billion market cap pre-revenue leader could be a true multi-bagger and that's why we're giving it a torque score of 9. Anyways, folks, there you have it. The top four stocks to buy heavy in May 2026. All companies that have extreme growth rates and companies that have a lot of torque potential. And now it's time for our sponsored segment. Autor Alliance Global Group, ticker symbol EZRA, on the NASDAQ. They're positioning themselves as a hybrid platform. An operating insure-tech distribution business on one side and a strategic acquisition vehicle called Ezra International Group on the other, targeting controlling stakes in small technology companies. I'll present the company and why you may want to take a look at it and begin your due diligence. The US insurance distribution industry is massive and structurally fragmented. There are hundreds of thousands of licensed insurance agents across the country split between independent and captive. Captive agencies are limited to single carrier offerings, which can reduce competitiveness. Independent agencies have broader access but often operate with higher overhead and legacy systems. Meanwhile, direct-to-consumer models can carry high customer acquisition costs and may lack the advisory components some consumers prefer. That creates a big gap. Agents need better technology and infrastructure and consumers want efficient multi-carrier access with human guidance. At the same time, public markets have limited exposure to scaled insure-tech distribution platforms with measurable organic growth. And then layered on top of that is a second major development. You see, NIST finalized its first three post-quantum cryptography standards. The NSA's CNSA 2.0 framework requires that national security systems begin transitioning to quantum-resistant algorithms with key deadlines extending into the 2030s. While these requirements are government-focused, they are widely expected to influence broader enterprise cybersecurity planning. The concept often referenced is harvest now, decrypt later, where encrypted data collected today could be vulnerable in a future quantum-enabled environment. This is increasingly being viewed as one of the more significant long-term shifts in cybersecurity infrastructure. Now, Reliance Global Group, now trading as Ezra, changed its ticker in January 2026 to reflect a strategic expansion. A new division called Ezra International Group focused on acquiring and developing small technology companies specifically in Israel. Underneath that sits an operating insurtech distribution business. The acquisition platform represents an additional strategic layer. Now, let's talk about their insurtech foundation. So, the company operates an insurance distribution business across multiple channels. ReliExchange is a B2B platform that connects independent agents with multiple carriers, providing quoting tools and back-office infrastructure. The company has stated that it has been expanding its network organically across both personal lines and health insurance distribution. On the B2C side, 5minuteinsure.com is designed to provide fast insurance quotes using data-driven processes. Now, the insurance segment generates revenue primarily through commissions when policies are placed through its network, along with renewal commissions and potential volume-based incentives. In March of 2026, the company launched ReliExchange 2.0, which is intended to improve recruiting workflows and operational efficiency. They have also introduced tools such as an AI-enabled quote-and-bind system and a vehicle leasing offering tied to insurance distribution. Now, of course, this is a small cap, and all small caps have a lot of risks. They're very volatile, they can have liquidity concerns, dilution usually happens quite a lot. This is true for the general small cap stock, and, of course, you have to consider that this one is also a small cap stock. This company has also historically operated at a net loss. So, these are things to consider when you're doing your own due diligence. But anyways, the summary here is the company is attempting to build a dual-layer model and operating insurance distribution platform combined with a strategic technology acquisition arm. On one side, there is a growing insurance distribution business with an expanding agent network and platform development. On the other, a developing portfolio of early-stage technology investments aligned with areas like cybersecurity and AI. The strategy is still in its early stages, and outcomes will depend on continued operational progress and successful integration of acquired assets. If you want to learn more, I'll leave the link to their investor relations page down below. Make sure to do all your own due diligence and come to your own conclusion. Have a great rest of your day. We'll see you next time.