September is here, and you are asking yourself, "Which stocks should I buy now"? I've got your back! I have three stock ideas for you to explore. These stocks have been beaten down from recent highs, and they could be an opportunity at these levels. Today's video is focused on three high-growth stock picks, and each is focused on a unique megatrend:

  • "Autotech revolution," which includes electric vehicles (EVs) and autonomous driving
  • Streaming media, connected TV, cable-cutting, and programmatic ads 
  • Housing 2.0

Indie Semiconductor (NASDAQ:INDI) was founded to focus on semiconductor and software solutions for the automotive industry. It creates connected car solutions, user experience solutions, electrification applications and equipment, and edge sensors for Advanced Driver Assistance Systems (ADAS), which includes lidar. I have been researching this company for a while, and I have been buying shares under $10. Recently, I discovered that both David Aldrich, retired chairman of the board of Skyworks Solutions (NASDAQ:SWKS), and George Soros, legendary billionaire hedge fund manager, have been buying shares of the stock. In fact, Soros recently purchased 2.5 million shares of INDI at $9.87. David Aldrich is also on Indie's board of directors, and he has an incredible track record in the semiconductor space. Don't get me wrong, I don't buy a stock simply because others do, but it does strengthen my conviction. In the video below, I provide deep-dive stock analysis on Indie. Please watch to get a full understanding of the company and the megatrend it's trying to capture. 

Roku (NASDAQ:ROKU), a pandemic winner, has been under pressure since its latest earnings call. Growth is decelerating, and supply chain problems have placed pressure on profit margins. Roku released a letter with its latest earnings announcement. In the letter Roku stated that "tight component supply conditions and shipping constraints" had caused elevated prices. Additionally, the company said, "In Q2, we insulated consumers from increased costs for Roku players, which resulted in player gross margin turning negative in the quarter." Is Roku simply a stay-at-home stock, or is it a long-term winner for your growth portfolio? Watch the video for my take on the stock. 

Zillow Group (NASDAQ:ZG) (NASDAQ:Z), has a 52-week high of $212.40, but it's currently trading around 55% lower, near $96 per share. That's an aggressive sell-off! I recently wrote an article in which I discussed how companies like Zillow Group, Opendoor Technologies, and Redfin are disrupting the real estate industry. My favorite of the three is Zillow, which calls its latest solution Zillow 2.0. The company's goal is to "create a radically simpler real estate transaction through technology, service and integration." Today's consumers want information at their fingertips, and they demand streamlined shopping experiences that leverage technology. The world has evolved tremendously over the past decade, and expectations are constantly increasing. Today's business environment is all about speed and convenience, and consumers leverage technology from companies such as Netflix (NASDAQ:NFLX)Uber (NYSE:UBER), Lyft (NASDAQ:LYFT), GrubHub (NASDAQ:GRUB), DoorDash (NYSE:DASH), Expedia (NASDAQ:EXPE), Airbnb (NASDAQ:ABNB), Carvana (NYSE:CVNA), and others to enable these experiences. Housing is the next logical step in this evolution, and Zillow is an early leader in this disruptive technology space.

Please watch the video for more information on these companies and my price targets for each. 

*Stock prices used in the below video were during the trading day of August 31, 2021. The video was published on August 31, 2021.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.