Why These Three Blue-Chip Names Are Worth Buying More of Today

The Case for Doubling Down on Quality Assets

When you’ve got spare capital looking for a home, it’s tempting to chase something new and unfamiliar. But sometimes the smartest move is actually loading up on proven winners that have hit a rough patch. We’re breaking down three best things to invest in right now that investors may already own—stocks worth considering for additional positions given their current valuations.

Microsoft: Size as a Superpower, Not a Weakness

Microsoft [(NASDAQ: MSFT)] might seem like a mature tech giant past its growth phase, but recent results tell a different story. The company just reported $77.7 billion in quarterly revenue, up 18% year-over-year, with net income reaching $30.8 billion. That’s not a company running out of steam.

The real competitive moat lies in two structural advantages. First is sheer market dominance. Windows runs on approximately two-thirds of the world’s computers. That’s not market share—that’s infrastructure. Second, that same Windows platform acts as a gateway to Microsoft’s entire ecosystem: Bing, LinkedIn, Azure cloud services. It’s a self-reinforcing flywheel.

What’s been dragging shares lower? Investor anxiety around the company’s artificial intelligence spending and the perception that it’s competing against OpenAI despite being a major partner. Fair concerns, perhaps, but they ignore the bigger picture. This is Microsoft we’re talking about. When a company has this much stickiness and these kinds of margins, size becomes an advantage, not a burden. Analyst consensus suggests the stock deserves a significantly higher price point than today’s levels.

Coca-Cola: A Lifestyle Brand Hitting a Discount

This hasn’t been an easy year for Coca-Cola [(NYSE: KO)] shareholders. Recent earnings showed slight sales volume declines on a year-over-year basis, and near-term headwinds like tariff pressures created investor concerns. Yet here’s what shouldn’t be forgotten: Coca-Cola is the world’s most recognized beverage brand, period.

After 139 years, the company has perfected something that matters more than any single quarter—building an aspirational lifestyle around its products. The Coca-Cola logo and branding appear everywhere from apparel to home goods to seasonal merchandise. That kind of brand equity doesn’t disappear because of one tough year.

The financial case is even cleaner. The current forward dividend yield sits at a healthy 2.9%—and this is backed by 63 consecutive years of dividend increases. That’s a fortress of reliability in uncertain markets. When best things to invest in right now are discussed, companies with that track record of shareholder returns tend to stay relevant through cycles.

Visa: The Payments Middleman Nobody’s Valuing Properly

Payment processor Visa [(NYSE: V)] reported 12% top-line growth last quarter, slightly above its historical trend. The catalyst? Cross-border payment flows are accelerating globally. According to company leadership, cross-border payments are projected to reach $250 trillion by 2027—a massive $100 trillion jump from 2017 levels. This growth is being driven by increased international trade, global workforce mobility, and remittance flows.

But here’s what’s being underpriced: Visa’s potential to leverage artificial intelligence. Unlike companies deploying AI for optics, Visa operates in a data-rich, digitally complex environment where AI can meaningfully improve outcomes. Think AI-powered fraud detection, customer service automation, and sophisticated data analysis for underwriting. In an industry perpetually vulnerable to fraud, these applications aren’t nice-to-haves—they’re competitive necessities.

Current investor concerns around regulation, competition, and valuation are legitimate talking points. What’s missing from the pricing? The real upside optionality from a company that can actually execute on technology upgrades. That disconnect represents opportunity.

The Contrarian Play

All three stocks trade below where they’ve been recently. All three have hit patches of investor skepticism. All three also have structural advantages, financial strength, and growth vectors that investors seem to be temporarily overlooking. Whether you already hold these names or are considering a first position, today’s prices offer the kind of entry points that won’t stick around forever.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
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