The analyst presents a fundamental analysis of seven stocks, asserting they are undervalued for investment through 2026 and beyond. Each valuation is derived from a proprietary discounted cash flow (DCF) model. Adobe (ADBE) is identified with an intrinsic value of $411.42 against a $353.16 market price, despite investor concerns in 2025 regarding its AI investments. Lululemon (LULU) has an intrinsic value of $270.89 versus a market price of $212.54, navigating slowed U.S. growth from tariffs with strong international expansion and resilience in higher-income consumer segments. Meta Platforms (META) shows an intrinsic value of $738.89 compared to its $658.69 market price, with the analyst addressing investor apprehension about aggressive capital expenditure on AI-optimized data centers. Amazon (AMZN) is assigned an intrinsic value of $270.49 against its $232.07 market price, with management's increased capital allocation for AI and other initiatives viewed as a positive long-term strategy. Pinterest (PINS) is highlighted as significantly undervalued, with an intrinsic value of $75.67 versus its $25.88 market price, benefiting from strong U.S. social media account growth and potential in the digital advertising sector, despite challenges with AI content on its platform. The Trade Desk (TTD) has an intrinsic value of $65.07 against a current price of $38.39, supported by growth in digital advertising but facing competition and leadership shifts. Finally, Visa (V) is shown with an intrinsic value of $480.48 compared to its $354.61 market price, praised for its high profitability and its revenue generation model providing inflation protection, which is deemed crucial given anticipated above-trend inflation for 2026-2027. The analyst further supports these positions by comparing forward price-to-earnings ratios, noting most are below the S&P 500 average, reinforcing their undervalued status.