Oppenheimer sees Facebook (FB) Netflix (NFLX) and TubeMogul (TUBE) as providing the best buying opportunities among Internet stocks. The firm notes that the growth of Facebook's usage minutes fell to 17% year-over-year in July from a 20% increase in June and a 21% increase in May. However, the firm notes that the company maintained its 21% share of time on mobile devices. The firm thinks that the company's earnings could be boosted in the near-term by the launch of performance-based ads on Instagram. Oppenheimer notes that Netflix has risks from U.S. dollar appreciation and investors' skepticism towards stocks whose value is based on expected long-term growth. TubeMogul could be hurt by perceived risks to global macro growth, according to the firm.Despite these risks, the firm thinks that Facebook's stock could rise 27% above its $110 price target. It believes that Netflix's stock could jump 15% above its $125 price target and it thinks that TubeMogul could surpass its $19 price target by 83%.