10 COMPANIES | Where I Would Deploy My Cash Next

September 18, 2026

If I had a larger cash reserve today, these are some of the companies I would be watching very closely for the next opportunities.

And there is an important distinction here:

I’m not looking to chase momentum. I’m looking for quality companies at better prices — and speculative companies at levels where the risk/reward becomes interesting.

Some of these names are mature businesses that I would be comfortable holding for years. Others are much more speculative and would only deserve a smaller allocation in a portfolio.

🟢 QUALITY / LONG-TERM

Google ($GOOG)

One of the most interesting accumulation zones on my watchlist right now.
Support: $338–325
Resistance: $360–374
MFI remains negative, but selling pressure continues to decline and flow is neutral. The orange accumulation diamonds have historically appeared before periods of renewed momentum.

Axon Enterprise ($AXON)