9 Stocks That Could Make You Rich

The premise of the episode is unusual and worth stating up front: none of the nine stocks are in Carlson's own investment portfolio. There is no Meta, no Uber, no DoorDash, no Texas Roadhouse and no Costco in this lineup, all of which he already owns and therefore excluded. Every company here is brand new to his coverage, and he presents the bull case for each one from scratch, which makes the video a screening session rather than a victory lap.

The first highlight is IMAX, a company he compares to standards-setters like S&P Global and Moody's rather than to cinema chains. The misunderstanding he attacks is that IMAX means a stretched square screen; in reality it means oversized film cameras capturing far more detail, plus exacting end-to-end standards for sound and projection that certified theaters are audited against. The commercial kicker is the pipeline: a fully IMAX-shot release expected to gross over a billion, a director exclusivity window that pushed a competing blockbuster out of the format, and signed deals stretching into 2027, 2028 and even early talks for 2029.

On valuation, IMAX is priced as if the current economics simply compound: a forward price-to-earnings ratio around 27 with a free-cash-flow yield near four and a half percent, closer to three and a half after stock-based compensation. Carlson's upside case is a regime change in pricing rather than in attendance. Theaters still sell IMAX tickets at flat prices near twenty dollars while secondary-market week-one tickets for the big 70mm release changed hands for three hundred to a thousand dollars, and since IMAX is an asset-light licensor that cannot set ticket prices itself, any move by large exhibitors toward demand-based pricing would flow disproportionately to its revenue line.

Next comes Reddit, framed as an old website with startup economics. Revenue was only 93 million dollars in 2020, then roughly doubled within a single year around the public listing and kept doubling to reach half a billion dollars of trailing-twelve-month revenue within two years, with profitability arriving almost immediately after the IPO. Two engines drive the story: licensing genuinely human conversation data to every major AI lab hungry for training material, and a direct organic ad business where community pages let advertisers target by declared interest, from running shoes to mechanical keyboards. At a thirty-billion market value against that growth curve, he sketches a path toward fifty or sixty billion within a few years.

MercadoLibre gets introduced as the best company in all of South America, and the Amazon comparison comes with a correction. Where Amazon paired retail with cloud computing, MercadoLibre paired retail with finance, and the fintech user count tells the story: from 49 million monthly active users in 2024 to 88 million now, rising every quarter on the back of products like credit cards. That widens the addressable market from Latin American e-commerce to every moment people spend, save, borrow or move money. The catch is patience: the share price has gone nowhere for five years, partly a 2021 overvaluation hangover and partly deliberate sacrifice of near-term margins for growth, so this is a compounding story that charges waiting as its admission fee.

The turnaround section opens with Adobe, the cleanest case of fundamentals refusing to match the narrative. The stock collapsed from 660 to 255 dollars, yet trailing revenue keeps compounding near thirteen percent a year with metronomic quarterly consistency few companies can match. The market prices it below ten times forward earnings with a double-digit free-cash-flow yield, effectively a valuation that assumes permanent impairment. The bear case is a genuine platform shift in how images and video get edited, and management is responding by trading near-term revenue growth for faster user acquisition across free tiers, describing the moment as a now-or-never bid to become the default AI platform for creativity.

Nike is the mirror image of Adobe: here the numbers really are deteriorating, with two years of falling revenue alongside declining operating income, net income and free cash flow, yet the stock still trades near 24 times forward earnings. Carlson argues that multiple is an optical illusion created by a self-inflicted reset, with new leadership clearing stale inventory through heavy discounting and retreating from a digital-only stance back toward wholesale partners. The investment question therefore narrows to a single variable: whether the brand survives the clearance period with its pricing power intact, because if margins recover after the reset, today's earnings base understates the normalized business.

Rollins and Copart round out the recovery basket as quality businesses suffering different accidents. Rollins, the pest-control compounder, fell by roughly half from 65 dollars not because the business broke but because it missed expectations in two consecutive quarters, compressing a historic earnings multiple near 57 down to the low thirties while the free-cash-flow yield climbed toward three and a half percent. Copart, the salvage-auction facilitator that takes service fees without owning the wrecked vehicles, saw revenue growth stall below two percent and its price roughly halve; the defense is that about seventy percent of the stall traces to brutal year-over-year comparisons after hurricanes flooded the system with total-loss vehicles, with the rest cyclical as expensive insurance pushes drivers toward liability-only coverage.

The two high-growth names start with Nebius, the most electrifying and most dangerous pitch in the episode. Revenue on a trailing basis exploded from around 100 million dollars in late 2024 to 877 million by early 2026, the stock is up roughly 176 percent and capable of twenty-percent single-day moves, and the tape even ran twenty-three percent in a day against a publicized short position opened near 210 dollars by Michael Burry. The fundamental spine is access to Nvidia graphics processors, power and financing, with customers prepaying for capacity that gets fully reinvested into forty-to-fifty-percent output growth. The warning attached is explicit: momentum can carry names like this further and longer than skeptics expect, and the ten-to-twenty-percent swings cut in both directions.

Cava is the second growth story, a Mediterranean fast-casual chain positioned as a healthy-bowl answer to Chipotle with 476 locations and a footprint that could plausibly stretch into the thousands. The market already ran this script once: the stock sprinted from 40 to 140 dollars across 2023 and 2024 on the promise of becoming the next Chipotle, then compressed back toward 60 as the valuation detached from the store base. What remains is a genuinely strong unit story, with revenue compounding near twenty-six percent a year and restaurant count expanding around twenty percent annually on the back of a loyal, high-frequency customer base that treats the bowls as a weekly habit rather than an indulgence.

The episode closes with a flop of the week that is really a governance drama: David Ellison threatening to move Paramount out of California on October first if the state refuses to negotiate a settlement of its antitrust suit against the Paramount and Warner Bros. Discovery combination by the end of September. The context is tangled, with the companies agreeing to pause the merger pending a court decision or June 2027 while requesting an autumn trial, even though regulators elsewhere including the Justice Department and Europe cleared the deal and only California plus a dozen other states are suing. Carlson frames the standoff as an unstoppable force meeting an immovable object, funded by one of the world's great family fortunes on one side and a state attorney general publicly accusing the company of extortion on the other.

The strongest objection to this episode is its format, not its picks: nine stocks in a single video means breadth at the expense of depth, and that structure flatters momentum names most. Reddit is the cautionary example, with analysts already warning of slowing growth into 2026 and value investors openly debating whether the multiple has run ahead of the ad business. A three-minute pitch cannot price that risk, so anyone acting on it is buying the story faster than the numbers were checked.

The two turnaround theses each carry a documented hole the video walks past. On Adobe, Morgan Stanley cut the stock to Underweight citing leadership churn and AI disruption risk, with another desk warning of significant AI disruption alongside a $280 target; management's own now-or-never framing for becoming the default AI creativity platform reads to me as confirmation that the threat is existential rather than sentimental. On Nike, the recovery case rests on margin recovery and inventory discipline, which means the whole pitch hangs on an untested assumption that the brand can still command premium prices after two years of discount-led clearing.

Verifiability is the weak point of the two most exciting segments. The hurricane adjustment on Copart, attributing roughly seventy percent of the stall to storms, is presented as rough math, and rough math deserves an independent rerun before it anchors a position. The Burry-versus-momentum standoff on Nebius is a symmetric information problem: a famous short-seller and a euphoric tape both talk their books, and coverage asking whether investors should avoid the stock shows the jury is genuinely out. The Cava pitch has the same shape as every past hunt for the next Chipotle, a hunt that has historically ended in multiple compression when growth stayed strong but the price had already eaten it.

My practical conclusion is selective rather than enthusiastic. The quiet compounders in this list, IMAX on a repriced ticket model, Rollins bought only after its premium finally deflated, and Copart if the stall proves weather-driven, fit my temperament far better than the high-volatility pair. I put Nebius and Cava on a watchlist instead of a buy list: both need to show me quarterly prints that confirm the narrative before I pay momentum prices. Nine theses in one sitting is entertainment; two or three theses underwritten deeply is investing, and I intend to treat this episode as a screening funnel, not a shopping list.

stocks · investing · markets · imax · reddit · adobe · nike