5 Stocks To Buy Heavy Before June 2026

Folks, in today's video, we're going to break down the top 5 stocks to buy heavy before June 2026. Stock number 5 is at the center of Trump's USA-China recent talks. Stock number 4 just got massive orders from Meta, OpenAI, Anthropic, and Microsoft, amongst some others. Stock number 3 is one of the craziest setups right now in its space with some beautiful momentum. Number 2 is down at dirt cheap prices while following a new aggressive and previously proven strategy that's worked for a lot of other companies, including companies that we've talked about that have done very, very well. Number 1 is a very quiet but massive beneficiary of both the new powering trend in data centers and also the SpaceX IPO that's coming in June that's going to be quite the doozy. I'll present the case for each of these some key risks and, as always, let you be the judge. And then lastly, it's going to be time for our sponsored segment on Quantum Biopharma, ticker symbol QNTM, on the NASDAQ. They're a clinical stage biotech with a first-in-class multiple sclerosis drug called Lucid MS that just announced its IND filing with the FDA on April 1st of this year. I'll present the company and why you may want to take a look at 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. Okay, we've got to start with number 5, USA Rare Earths, USAR. Now, this is very, very central to the talks that just happened in China between Trump and Xi Jinping. Xi Jinping doesn't want you to know about this one-trick stock. So what do they do? Well, USAR is trying to break America's dependence on China for a set of materials called Rare Earth Elements. These are metals that are used to make powerful magnets inside basically every modern military and tech product. F-35 fighter jets, missile guidance systems, electric vehicle motors, wind turbines, satellites, MRI machines, all of them need these specific rare earth metals. Here's the problem. As you probably have already heard, China controls about 70% of the world's rare earth mining and about 90% of the processing. So even if America wanted to make its own missiles and EVs without Chinese parts, we currently can't. USAR owns a deposit in West Texas called Round Top, and it's basically a giant pile of these rare earth metals sitting in American soil. They're also building a factory in Oklahoma where there ain't no love, but in Oklahoma to turn those metals into finished magnets so they don't have to ship anything to China to be processed. Now, why do I think this is worth a lot more than the market is thinking it is? You see, China has been gradually cutting off rare earth exports for the past year. Every time they tighten the screws, the stocks in this group jump, and considering that Trump just came back from this US-China summit, well, right now is the time where they're going to be thinking and talking about new contracts. You see, again, you have to understand the US military literally cannot build the weapons it needs without Chinese rare earths. The Pentagon, Congress, and the White House have all said this is a national security crisis. The Trump administration has been signing executive orders, handing out government funding, and even buying stakes in mining companies, as you know, and this company has already been heavily backed by the US government. Here are four ways that the government is in on USAR. Number one, the government owns 10% of the stock through 16.1 million shares plus 17.6 million warrants. Number two, $277 million in cash grants via the CHIPS Act. Three, 1.3 billion senior secured loan also via the CHIPS Act. Then four, you have the DOE partnership working with national labs on rare earth separation tech at USAR's Colorado and Texas sites. The total package here is $1.6 billion plus equity stake, part of a bigger $18.6 billion critical minerals push under Trump. The bottom line here is that Uncle Sam is a shareholder, a lender, and an R&D partner all at once. Any kind of tension between the US and China can move the stock a lot. Anyways, when you're looking at this company, you have to understand the overall tailwinds of the government wanting more and more rare earth production, and then you have to understand the narrative tailwinds, which is really where all the money is made. Markets move based on narratives first, fundamentals long-term. If you go back to October 22nd, while Mustache Charlie broke down the structural case for USAR and specifically how USAR could potentially address some 93% of the neomagnet market, a market that's so incredibly important and central to the current rare earth tensions. Ironically, that video has made it a horrible time. Markets reached a top two weeks later and then didn't bottom until the end of March. Never trust Mustache Charlie whenever the mustache grows out. That's a signal of the top. So things that could move the stock in the next six to eight weeks, well, China tightening rare earth exports even more, Pentagon or Department of Energy announcing funding for USAR, a defense company like Lockheed Martin or RTX signing a supply deal, a Trump executive order on critical minerals, and really, quite frankly, any US-China trade headline. Now in terms of the risk, unfortunately, they're probably going to need to raise more money by selling shares at some point, which can drag the stock down and mining projects always take a lot longer than companies say they will. So when it comes down to this stock, a lot of it is going to be driven by narrative, narratives of the current market condition, and then the long-term backing by the US government of the entire sector in one way, shape, or form. Number four, Corweave, CRWV. This is still down quite a lot from its highs, and I believe that June is setting up to be a great month for it. Now, what are they exactly, Charlie Charlito, who's just looking for a rally rally toe? Well, they are a leader in the neocloud space. A neocloud is a new type of cloud company built specifically for AI. The old clouds, AWS, Microsoft, Azure, Google Cloud, were built to run regular business software like email, websites, and databases. Their general purpose, a neocloud is very, very different. It's a cloud company built from scratch with one job, and that is running AI. Now, neoclouds buy thousands of Nvidia chips, stack them in giant warehouses, and rent that computing power out by the hour to companies like OpenAI, Anthropic, and Meta. AI companies then use that rented power to train and run their own models the same way you'd rent, say, a U-Haul instead of buying a moving truck. Now, look, we've been talking about Corweave for years. It's been one of the main data center plays. However, you have to understand that the customer pipeline and the customer flow is insane right now. Meta has committed $35 billion to Corweave through 2032. Jane Street, one of the smartest trading firms on Wall Street, just signed a $6 billion deal and put $1 billion of their own money in to buy shares. Nvidia itself invested $2 billion in Corweave and promised to buy any unused capacity through 2032. That's huge. The chipmaker is basically guaranteeing Corweave's business. Anthropic, the company that makes Cloud AI, signed a multi-year deal. OpenAI, the company that makes chat GPT, of course, is a major customer. Corweave has more than $66 billion in deals already signed and waiting to flow in as revenue over the coming years. Now, why is this relevant right now and into June 2026? Well, you see, Nvidia is going to be reporting their earnings in about three days. This Wednesday, May 20th, is going to be a big doozy. When Nvidia gives their speech about how much AI infrastructure is being built, well, Corweave is going to move harder than almost any stock in the market. So things that could move the stock in the coming weeks, Nvidia earnings May 20th, new customer announcements, one almost happens every single quarter, and this tends to really cause rally-rally to next generation Nvidia chips being deployed, AI CapEx announcements from big tech companies, which people will assume downstream flows into Corweave, and then any major news about the AI build-out. The honest risk, of course, a lot of their revenue comes from just a few customers. If Microsoft, Meta, or OpenAI pulls back, or there's some fears about that, well, that's going to hurt the company. They've also borrowed a lot of money to build out all of these data centers. When the AI boom gets into a cycle downward, well, Corweave is going to get hit hard. I'm going to see that as a buying opportunity, assuming they continue to manage their capital in a smart way. Now, this one makes me a little bit uncomfortable to put on the list because it's not really down from all-time highs. It's at all-time highs. I'd still prefer a dip on this one, but you have to put this on a June list because there's so many tailwinds for it in June. Now, Nebias is basically the same core business as Corweave, no pun intended. They rent out AI computing power to big companies, same playbook, same customers in some cases, same Nvidia partnership, but there is a twist to it. Nebias isn't only an AI rental company. They also own three other businesses that come along when you buy the stock. They have AvRide, a self-driving car, and Robot Company, think Tesla self-driving, but as a separate company, or Waymo. Waymo has an IPO coming later this year or next year, which means that there's going to be a lot of momentum flowing into any other self-driving company, just like we're seeing with SpaceX and the momentum flying into any other space company. And then Toloka, which is a company that helps train AI models by managing the human quality checking that makes AI smarter. And then there's TripleTen, an online tech school that teaches people coding and design. I'm not that excited about that last one, but you got to include it in the research. The CEO of this company is Arkady Volosh, which, fun fact, he's the founder of Rush's Google, aka Yandex. However, he's now restructured and launched in Amsterdam with all that experience. I think in the long term, here's what makes Nebias even more special. So Corweave only has one story driving it, AI infrastructure, but Nebias has four potential stories. self-driving cars, AI training data, and European AI sovereignty. Europe wants its own AI not run by American or Chinese companies, and Nebias has European data centers that Corweave doesn't and can't have. Now let's talk about the risks. So their corporate structure is more complicated than a simple American company because of the Yandex split. And if a big player like Microsoft ever pulled back, that would hurt because, well, they're a big chunk of the revenue. With all that being said, I think it's hard to ignore Nebias. Mara, lovely Mara, as some say. So Mara has invested billions upon billions of dollars building out one of the biggest, most impressive, and powerful infrastructures in the world for Bitcoin mining. Now, Bitcoin is in a bear market right now, so anything crypto related is down. Eventually, Bitcoin will go back into a bull market, and that will be a nice tailwind. However, you have to understand that the core of what Mara is doing right now is pivoting very aggressively into the very lucrative data center space. Markets hate the stock right now because it's related to Bitcoin, and Bitcoin is in a bear market. However, what markets aren't digesting is that Bitcoin mining and AI computing need almost identical, identical infrastructure. Both need massive amounts of electricity, gigawatts of power, huge plots of land, connections to the power grid, cooling systems to prevent overheating, fiber internet connections. And Mara spent the last five years and billions upon billions of dollars building all that infrastructure to mine Bitcoin. And now they're using that infrastructure to flip, to run AI computing instead. February 2026, Mara announced a huge deal with Starwood Digital Ventures. The deal is to build out a one gigawatt of AI computing capacity to start, scaling to 2.5 plus gigawatts over time. To put that into perspective, CoreWeave is targeting five gigawatts by 2030, so Mara is going to have half of CoreWeave's beautiful capacity. The stock jumped 17% on the day of the announcement. However, you ain't seen nothing yet. In Mara's most recent earnings report, the company said up to 90% of their mining capacity could be converted to AI workloads. And if you remember, this is exactly the strategy that Applied Digital APLD did that took them from our callout price in the low $4 region to over $45 a year later. This is now a hybrid Bitcoin and AI infrastructure company. Now, a lot of people in the market have completely lost faith on Bitcoin, in Bitcoin, on the overall crypto sector. And that's great because now Mara is very much discounted to dysphoria levels because they say, hey, Bitcoin will never come back. Of course, that sounds ridiculous. But what's even more ridiculous is ignoring this massive segment that they're pivoting into. Wall Street still values Mara based on Bitcoin's price, but that's the old way of thinking about it. You have to start valuing it as a data center company and an AI computing king powerhouse. So here's some things to watch that could move the stock. So first, major AI customer announcement under the Starwood deal. More site conversions from Bitcoin to AI, Bitcoin price strength, new crypto-friendly laws getting passed, and other Bitcoin miners announcing AI deals, which could cause a sympathy move for the Mara lovely Mara. Mara is sitting on so much amazing infrastructure that's very, very much in demand in the AI computing space. And combining that with the current price for Mara, oof, I think it's a great deal. Okay, now it's time for number one, SMR, New Scale Power. So let me explain this in the simplest way possible. Nuclear power plants, the way we've been building them for 60 years, are absolutely massive. They take 10 to 15 years to build, cost $20 billion plus, and require giant custom engineered sites. That's why we barely build new nuclear in America anymore. New Scale is trying to flip that whole model. Instead of one giant custom plant, they built small reactor modules in a factory, ship them on a truck or train, and assemble them on site. Each module makes 77 megawatts of electricity. You can stack four, six, or 12 modules together to make a full power plant up to 924 megawatts. Now here's the important thing. So New Scale is the only company in the United States that has received approval from the nuclear regulators, the NRC, for their reactor design. Every competitor, your Oklo, Xenergy, Kairos, BWXT, TerraPower, well, they are all still going through the approval process. New Scale already finished it. That's a moat that no competitor can quickly catch up on. Now the certification took New Scale over a decade and tens of millions of dollars to get. They have it. Nobody else does. So that means they have a very beautiful first mover advantage. Now why do I think there's going to be a reversal soon? Well here's the thing. Every AI company in the world needs more electricity and they need it fast. Microsoft is restarting the Three Mile Island. Amazon is paying for five gigawatts of nuclear power from Xenergy. Meta locked up 2.6 gigawatts from Vistra. Google is signing nuclear deals with Kairos. Why are they all going nuclear? Well, because nothing else really works at scale. Natural gas plants take four to seven years and have permitting problems. Solar and wind don't work at night and AI computers can't go offline at night. And also they just don't produce enough power. Coal is politically dead. Old school nuclear takes about 15 years to build. So small modular reactors the kind New Scale makes are the only way to get clean, always on power, fast enough to feed the AI build out. And New Scale is the only public company with approved designs ready to go. And here's the thing. While markets think that SMR is way, way too risky. Well, the demand is already locked in. Every major AI company has publicly committed to nuclear. The political support is locked in. Trump has been signing executive orders to speed up nuclear approvals. The technology is locked in and their design is approved. Now, there's actually a SpaceX connection that's very, very important to keep in mind here. Elon Musk has said multiple times that he's a big fan of nuclear power and that Mars colonization will require it. And whether or not you think Mars colonization is going to happen anytime soon doesn't matter. I'm sure it'll happen right after that new Tesla Roadster comes out. But pretty much every level of SpaceX and their future missions are going to require more and more power. A lot of the money from SpaceX could find its way flowing into SMR. NASA has been funding small reactor designs for the moon and Mars through a program called Fission Service Power. The Department of Defense, DARPA, is funding nuclear rocket engines for deep space. The US government and NASA both know the entire space economy, the moon, the Mars, asteroid mining deep space only happens with nuclear power. And NuScale right now is the only American company with NRC certified small reactor designs. So as the SpaceX theme plays out, you're going to see more and more people questioning the downstream effects of all of this money going into the SpaceX IPO. And now SpaceX is going to use a chunk of money that they raise to really, really build out their power capacity for future, future missions. So right now I think there's three things that are going to move SMR. Number one, the nuclear comeback story. Nuclear power coming back is the answer to clean energy. Number two, the AI power story, AI companies desperately needing electricity. Number three, the space economy story, SpaceX, NASA, Mars, and the moon. I think these three things together could really, really do a lot in terms of moving SMR back up. Now, of course, this is another situation where you have the narrative story, markets trade based on narratives most of the time, and then long-term fundamentals. And then you have the fundamental story, which is a whole other thing because the first commercial reactor isn't even going to be online until 2029 and 2030. So when we're talking about this, we're talking about the story potential, right? The same thing that has caused SpaceX to have such a massive valuation. And largely a lot of Tesla's valuation is based on the story potential, not based on the fundamentals, right? And so if you ignore story and you only think about fundamentals, well, your only buys are going to be like See's Candy or Walmart. But if you're somebody that actually cares about story potential, narratives, and profiting off the narrative instead of just the fundamentals, well, I think the story with SMR right now is very much underpriced in. So anyways, that's something to consider. Okay, now it's time for our sponsored segment on Quantum Biopharma, ticker symbol QNTM on the NASDAQ and in Canada. They're a clinical stage biopharmaceutical company built around a single differentiated thesis that the right way to treat multiple sclerosis with respect to loss of mobility and body control isn't to suppress the immune system, but to protect the myelin itself. Their lead drug, Lucid MS, is a patented new chemical entity that recently announced its IND filing with the FDA on April 1st of this year. The company also holds a significant stake and also a royalty structure in an innovative clinically validated alcohol metabolism accelerator designed to help sober people up faster, which has a peer-reviewed clinical study published on a separate consumer asset called Unbuzzed, which is preparing for an IPO, and they have a federal securities lawsuit against two of Canada's largest banks seeking $700 million in damages that has been cleared to move into discovery. I'll present the company and why you may want to begin your due diligence and take a look. Okay, let me start with the MS treatment market. And so multiple sclerosis affects roughly 1 million people in the United States and approximately 2.8 million people globally. It's a progressive demyelinating disease, meaning the protective sheath around your neurofibers, the myelin, gets stripped away. And once it's gone, you start losing motor control, balance, vision, and eventually independence. The global MS therapeutic market is projected to exceed $38 billion by 2030. But here's what most people don't realize. Almost every approved MS drug on the market today works the same way, by suppressing or modulating the immune system. They dial back the autoimmune attack, but they don't actually protect the myelin. They don't address the underlying neurodegeneration. Patients are left with a class of therapies that come with real immunosuppression risks, and that fundamentally don't solve the disease. They just slow it down. That's the gap quantum biopharma is going after with Lucid MS. So Lucid MS, also known as Lucid 21302, is a patented new chemical entity licensed through Quantum's wholly owned subsidiary, Lucid Psychoceuticals. Quantum retains 100% of the worldwide rights to develop products for pharmaceutical and medical uses. The mechanism is what makes this different. It's non-immunomodulatory. It doesn't touch the immune system. Instead, it's designed to inhibit demyelination directly and protect the myelin sheath itself. In preclinical animal studies, Lucid MS prevented demyelination in MS mouse models, and in some cases reverse paralysis. Mice that had lost the use of their rear legs regained mobility. That's the data point that has driven a lot of the interest here. On top of the clinical asset, Quantum has a separate consumer story. Quantum invented Unbuzz, an innovative, clinically validated alcohol metabolism accelerator designed to help sober people up faster. Clinical trial was published in a peer-reviewed journal in March of this year, the World Journal of Pharmaceutical and Medical Research. Quantum holds an approximately 19.84% equity stake in Unbuzz Wellness as of December 31st of 2025, with an anti-dilution provision that protects their ownership at 25% until Unbuzz reaches a billion-dollar valuation. On top of that, Quantum receives a 7% royalty on Unbuzz sales until cumulative payments hit $250 million, after which the royalty drops to 3% in perpetuity. Unbuzz is preparing for a potential IPO, which doesn't dilute Quantum shareholders. So if Unbuzz goes public, Quantum gets access to non-dilutive capital through their stake. Now here's where it gets even more interesting. So Quantum has an active lawsuit in the U.S. District Court for the Southern District of New York against CIBC World Markets and RBC Dominion Securities. The complaint alleges that between January 1st of 2020 and August 15th of 2024, the defendants and their customers used spoofing techniques, placing and rapidly canceling fake orders to manipulate the share price of Quantum Biopharma in violation of Section 9a, Section 10b, and Rule 10b-5 of the Securities Exchange Act of 1934. On March 30th of 2026, the court largely denied the defendants' joint motion to dismiss, allowing the federal securities claims to proceed into discovery. Quantum is seeking damages in excess of $700 million USD. Now let's talk risks, because no story is complete without an honest discussion of what could go wrong. Small caps are very risky, and you should understand that. Lucid MS is still pre-Phase 2. The Phase 1 trial only established safety and tolerability in healthy volunteers. It did not establish efficacy in MS patients. The Phase 2 trial is a contingent on FDA clearance of the IND, which has not yet been granted. Many drugs with strong preclinical data and clean Phase 1 safety profiles fail to demonstrate efficacy when they reach patient trials, and a negative interim readout in late 2026 would materially impact the thesis. QNTM is a small-cap clinical-stage biotech, one of the riskiest and most volatile sectors in the market. The sector is capital-intensive, and the company may need to raise additional capital in the future, which could result in substantial dilution. The unbuzzed royalty stream depends on the success of a separate company's commercialization, and the planned unbuzzed IPO is not guaranteed to happen on the projected timeline or at all. There is no assurance that QNTM will win any award or settlement. The stock has historically been volatile, and clinical trial headlines can produce sharp moves in either direction. But overall, the story is, this is a clinical-stage biotech with a single, differentiated thesis that you could treat MS by protecting the myelin itself, not by suppressing the immune system. Backed by a patented new chemical entity that has cleared Phase 1, an IND filing announced to the FDA. A Phase 2 trial targeted an exciting, non-dilutive, transformational consumer royalty asset preparing for an IPO. A $700 million federal securities lawsuit that just cleared its biggest legal hurdle. And these are all things to look over when you're doing your own research and looking at all the risks as well. Anyways, if you'd like to dig deeper, I'll put the link to QNTM Biopharma's Investors Relations page down below. Read through their SEC filings, come to your own conclusion, read all the risks, and consider everything. Have a great rest of your day. We'll see you next time.