Investment strategist picks 5 stocks ‘to pounce on’ during Q2 earning season

As the Q2 2025 earnings season begins, investment strategist Shay Boloor has outlined five stocks to watch and potentially invest in.

In an X post on July 13, the analyst highlighted stocks across diverse sectors, including artificial intelligence (AI), connectivity, and next-gen infrastructure. Below are his top five picks.

Alphabet (NASDAQ: GOOG)

Alphabet (NASDAQ: GOOG) is set to release its Q2 earnings report in late July, with analysts expecting revenue growth. Estimates suggest that the company will report earnings of $2.16 per share, with total revenue of approximately $93.6 billion.

This outlook reflects a cautious stance amid rising AI-related costs and macroeconomic challenges, such as the closure of the de minimis trade loophole. 

In Q1 2025, Alphabet reported EPS of $2.81, beating expectations of $2.01, and posted revenue of $90.23 billion, up 12% year-over-year. The company also announced a $70 billion share buyback and a 5% dividend hike.

GOOGL shares have shown short-term bullish momentum, closing at $181 in the last session, up 1.4%. Over the past month, the stock has gained 0.67%, though it remains down nearly 5% year-to-date.

Robinhood (NASDAQ: HOOD)

Trading platform Robinhood (NASDAQ: HOOD) has been one of 2025’s standout performers, with the stock surging nearly 150% year-to-date to trade at $98 as of press time.

The company has benefited from the cryptocurrency boom, new retirement accounts, and its tokenization efforts. 

For Q2 2025, analysts project Robinhood’s earnings to be $0.30 per share and revenue of $882 million. The company’s results will be closely watched for signals on user growth and product expansion.

AST SpaceMobile (NASDAQ: ASTS)

AST SpaceMobile (NASDAQ: ASTS) is working on delivering global satellite broadband directly to mobile phones. Its Q2 update is expected to focus on progress with the BlueWalker 3 satellite and plans for commercial deployment. Though still a speculative play with limited near-term revenue, investor interest remains strong.

The company is projected to post an EPS loss of $0.19, down 35.7% year-over-year, while revenue is expected to surge 472% to $5.15 million.

ASTS stock was trading at $45.58 at the last session, up over 3%, and has gained 110% year-to-date.

Oklo (NYSE: OKLO)

Backed by prominent figures such as Sam Altman, Oklo (NYSE: OKLO) aims to commercialize compact nuclear reactors for powering AI data centers and energy-intensive industries. 

The stock has rallied 156% year-to-date, driven by excitement around scalable clean energy. OKLO was trading at $56.08 at Friday’s close.

The company is expected to report a Q2 loss of $0.12 per share, with no revenue, as it continues to develop its Aurora Powerhouse reactors.

Advanced Micro Devices (NASDAQ: AMD)

Lastly, Boloor identified Advanced Micro Devices (NASDAQ: AMD), which is projected to report Q2 earnings of $0.50 per share on $7.4 billion in revenue. Growth is expected from the Data Center and Client segments, though a projected $800 million hit from U.S. export controls could impact profitability.

In Q1 2025, AMD reported EPS of $0.96, beating expectations of $0.94, and posted $7.44 billion in revenue, up 36% year-over-year. The stock has surged by over 20% in the past month, trading at $146.

Investors are also closely watching the impact of AMD’s MI300X AI chips and new server CPU lines, betting on a strong second half of the year.

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