Hypergrowth Investing

Folks, you've made it to the FINAL (for now) episode of Hypergrowth Investing ... and it's a bitter sweet moment. Sweet because the markets are up; bitter because we have to leave you fine folks. But there are still places you can go to get Luke's whip-smart research! Including: Innovation Investor: https://orders.investorplace.com/?cid=MKT639809&eid=MKT735625 Breakout Trader: https://orders.investorplace.com/?cid=MKT709533&eid=MKT735630 Early Stage Investor: https://orders.investorplace.com/?cid=MKT719397&eid=MKT735632 Crypto Investor: https://orders.investorplace.com/?cid=MKT607059&eid=MKT735627 Ultimate Crypto: https://orders.investorplace.com/?cid=MKT645975&eid=MKT735626 Daily 10X: https://orders.investorplace.com/?cid=MKT628774&eid=MKT735628 We hope you enjoy this final episode. And maybe we'll hear from you again in one of our premium services. Until then, thanks for watching and happy investing! 📍Timestamps📍 00:00:00 - Intro 00:02:45 - Fan Love 00:04:04 - How the Fed Killed Inflation 00:14:44 - Crypto Plays 2023 and Beyond 00:20:45 - The Metaverse is not Next 00:22:37 - EVs are the Future 00:27:37 - Fan Love 00:28:45 - Innovation Investor 00:35:11 - Breakout Trader 00:40:35 - Early Stage Investor 00:41:28 - Crypto Investor & Ultimate Crypto 00:44:10 - Daily 10X 00:49:40 - Fan Love 00:50:14 - Thank You HGI Investors 🎧Listen to the Podcast🎧 ➡️Spotify: https://open.spotify.com/show/3iC4uu3Qq49SSyrpwrp3KA ➡️Apple: https://podcasts.apple.com/us/podcast/hypergrowth-investing/id1605192953 ➡️Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXN0ZWQudXMvNzEvSHlwZXJncm93dGgtSW52ZXN0aW5nLTgwN2ViZTdmL2ZlZWQ 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1

Welcome to the Hypergrowth Investing podcast, where we discuss the latest news and trends in the stock market! After you digest this week's podcast, be sure to download our FREE research report on the 5 Hypergrowth Stocks to Buy in 2023: https://signup.investorplace.com/?cid=MKT694229&eid=MKT732247 In this episode, Luke gets candid (while standing) about the following topics: Earning Season We analyze the earnings reports of some of the biggest companies in the market, such as Netflix and Tesla. Bottom line: earnings over the next couple of weeks will make us or break us. For Netflix, the thing to keep in mind is its password crackdown. And, while everyone's cutting costs, Tesla's cutting prices. So no wonder its margins got hit! Hear more of Luke's take and how he thinks markets will react to earnings in the podcast. Industry Rapid Fire Okay, showtime! Luke goes down the line here, giving his quick take on some of the hottest EV stocks in the market, such as Lucid Motors, Rivian and Fisker. How do they compare to the industry leader, Tesla? Next, Luke talks clean energy stocks. What's their outlook and their challenges in Q2? We also give our quick take on some of the major oil and gas stocks, the most popular consumer stocks in the market, some of the dominant advertising stocks, the top enterprise software stocks, the key semiconductor stocks, leading e-commerce stocks, travel stocks, China stocks, notable emerging market stocks, and sports betting stocks. Last but far from least, Luke will answer the most pressing fan questions you've submitted over the past week. Was your question answered? Tune in to find out! 📍Timestamps📍 00:00:00 - Intro 00:03:24: Earning Season Continues 00:17:31: How will the Market React to Earnings? 00:26:36: Industry Rapid Fire: Electric Vehicle Stocks 00:31:33: Industry Rapid Fire: Clean Energy Stocks 00:32:04: Industry Rapid Fire: Oil and Gas Stocks 00:36:17: Industry Rapid Fire: Consumer Defensive and Staple Stocks 00:37:14: Industry Rapid Fire: Consumer Discretionary Stocks 00:39:18: Industry Rapid Fire: Advertising Stocks 00:41:42: Industry Rapid Fire: Enterprise Software Stocks 00:42:43: Industry Rapid Fire: Semiconductor Stocks 00:43:56: Industry Rapid Fire: E-Commerce Stocks 00:44:40: Industry Rapid Fire: Travel Stocks 00:45:32: Industry Rapid Fire: China Stocks 00:46:11: Industry Rapid Fire: Emerging Market Stocks 00:46:40: Industry Rapid Fire: Sports Betting Stocks 00:48:10: Fan Questions 00:52:47: Closing Thoughts 🎧Listen to the Podcast🎧 ➡️Spotify: https://open.spotify.com/show/3iC4uu3Qq49SSyrpwrp3KA ➡️Apple: https://podcasts.apple.com/us/podcast/hypergrowth-investing/id1605192953 ➡️Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXN0ZWQudXMvNzEvSHlwZXJncm93dGgtSW52ZXN0aW5nLTgwN2ViZTdmL2ZlZWQ 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1

Welcome to another week of Hypergrowth Investing, folks! With earnings season underway, we’re laser-focused on companies’ first-quarter results and what that means for stocks going forward. In fact, you can find out more in our FREE research report: https://signup.investorplace.com/?cid=MKT694229&eid=MKT732247 As we’ve mentioned previously, in the first three months of this year, both the labor market and consumer spending were quite resilient. And those two factors should support strong revenues in the first quarter of 2023. Consequently, we think we’re going to see a lot of revenue beats this earnings season. At the same time, we’ve seen a lot of companies announce layoffs, shelve certain projects, and implement various other cost-cutting measures to shore up their spending. And those developments should support better-than-expected margins this quarter. Better-than-expected revenues + better-than-expected margins = better-than-expected earnings. So, if we’re likely to see pretty robust Q1 earnings, the real question is, what will the guidance look like for Q2 and FY23? Right now, analyst estimates are stabilizing around $218 per share for the S&P 500 for 2023 and $240 per share for the S&P for 2024. Will those numbers rise or fall? That’s what will determine the short-term trajectory for stocks. We’re optimistic that earnings will help to push EPS higher, creating a path for stocks to do the same. And with more soft inflation data and a Fed pause on deck, stocks have the potential to reach new cycle highs into the summer. Get ready for a rally! 📍Timestamps📍 00:00 - Intro 02:31 - Macro Focus 13:29 - Earnings Season 18:35 - Sectors to Watch 19:57 - Market Breadth 25:42 - Coppock Curve 32:20 - EV Titans Fall 39:42 - Fluence Stock 41:43 - The End of At-Home Fitness? 46:26 - Housing Rebound 48:02 - Stoned Ape Theory 52:37 - Invest in India? 54:44 - Fan Questions 56:41 - Closing Thoughts 🎧Listen to the Podcast🎧 ➡️Spotify: https://open.spotify.com/show/3iC4uu3Qq49SSyrpwrp3KA ➡️Apple: https://podcasts.apple.com/us/podcast/hypergrowth-investing/id1605192953 ➡️Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXN0ZWQudXMvNzEvSHlwZXJncm93dGgtSW52ZXN0aW5nLTgwN2ViZTdmL2ZlZWQ 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1

It’s that time again, folks. Another thrilling earnings season is nearly upon us! We’ll soon find out how companies have crushed it in the first quarter of 2023. And Luke has some bold predictions for these upcoming earnings reports. He thinks earnings will blow past expectations, mostly thanks to the smart cost-cutting strategies companies have implemented over the past few months. While the economy was struggling at the start of the year, business leaders didn’t sit back and wait. They took action and revamped their budgets to cope with the uncertain environment. Now revenues are looking solid, but Wall Street is still pessimistic about earnings because of shrinking margins. But Luke’s not buying it. He believes profit margins will bounce back in 2023 as inflationary pressures ease. And as companies continue to reduce their expenses and optimize operations, they will unlock positive operating expense (opex) leverage, which will likely lead to robust operating margin expansion in 2023. That's why Luke anticipates some impressive upside surprises in this earnings season. And stocks should soar as a result. If you’re new to the Hypergrowth Investing podcast, we publish weekly on Wednesday at 5 p.m. Eastern. Featuring Aaron Davis, Luke Lango deftly talks topics such as “What Went Wrong at Silicon Valley Bank” and “Why SoFi Stock Is Melting Up Amid the Banking Meltdown.” Our podcast’s 25,000 subscribers have said Luke has “impressive perception,” is “very good at what [he] does,” and is “[the] best out there.” Check it out for yourself and drop us a line in the comment section below! 📍Timestamps📍 00:00:00 - Intro 00:02:22 - Goldilocks Jobs Report 00:09:38 - Reinflation Pressure 00:14:25 - Banking Crisis Update 00:16:19 - Fed Pivot 00:22:03 - Earnings Predictions 00:26:48 - Housing Stocks 00:32:25 - EVs Go Mainstream 00:37:48 - Symbotic Stock 00:47:11 - Crypto Check-In 00:50:21 - Fan Questions 🎧Listen to the Podcast🎧 ➡️Spotify: https://open.spotify.com/show/3iC4uu3Qq49SSyrpwrp3KA ➡️Apple: https://podcasts.apple.com/us/podcast/hypergrowth-investing/id1605192953 ➡️Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXN0ZWQudXMvNzEvSHlwZXJncm93dGgtSW52ZXN0aW5nLTgwN2ViZTdmL2ZlZWQ 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1

After analyzing this latest round of employment data, it’s clear to see that the labor market is substantially weakening. February job openings crashed. Layoffs are continuing to pile up. Jobless claims in the most economically sensitive states are on the rise – and usually, jobless claim spikes in these states precede nationwide claim spikes. At this point, the labor market is obviously deteriorating. However, it’s not yet dying. And that offers a “sweet spot” – a narrow window for the Fed to guide the economy to a soft landing. Adding to our conviction is the fact that financial stress is also high right now. Treasury yields are plunging, indicating that bond investors are preparing for the financial markets to get tight. Credit and yield spreads are widening, and bank lending volume is collapsing. Plus, on Tuesday, JPMorgan (JPM) CEO Jamie Dimon said that the banking crisis is not over yet – and that’s from someone who endured the 2008 financial crisis, so we’re inclined to heed this warning. Given these macro developments, the Fed has ample reason to smash the pause button on its rate-hike campaign. Indeed, the Reserve Bank of Australia just paused, as did the Bank of Canada. Whenever those central banks pause, the U.S. Federal Reserve does, too. And historically speaking, after a Fed pause, stocks take off like a rocket. So, what does Luke like right now ahead of that incoming mega rally? Hydrogen, EVs, and Big Tech. Top Industries to Invest In: Hydrogen Stocks Now, the hydrogen market has struggled lately, putting a hurting on one of our favorite companies – Plug Power (PLUG). And that’s because this market is developing much more slowly than most anticipated. Despite this, the space is still growing quickly, and electrolyzer shipments are expected to double or triple here in 2023. Nothing about the bull case has changed. The world is still moving to replace natural gas with hydrogen power. And legislation continues to develop, helping to accelerate this shift. Further, Big Oil is moving into the hydrogen space. There’s tons of demand for this fuel in Europe. And by summer, production tax credits for green hydrogen will come into focus – the first of its kind here in the U.S. The long-term demand for hydrogen power is extremely robust, so hydrogen is a great play if you can afford to hold on for the long haul. Top Industries to Invest In: EV Stocks Like hydrogen, electric vehicle (EV) stocks continue to struggle. While Tesla (TSLA), Rivian (RIVN), Nio (NIO), XPeng (XPEV), and others released positive updates, their stocks dropped in response. We think this weird price action is a result of reemerging recession fears. After all, the auto market is not recession-resilient. Who knows how EVs will sell if the economy slows and interest rates remain high – especially because electric vehicles are expensive. But for us, this short-term risk doesn’t matter; we’re long EVs. Rivian, Fisker (FSR), and Lucid (LCID) will sell every car they make. They’ve all got reservation backlogs, so demand is a non-issue. And each has a unique value proposition that could help them to become leaders in this industry. If you’re in EVs for the long term, this seems like a fantastic buying opportunity. Top Industries to Invest In: Big Tech Stocks And Big Tech as a safety-net trade has definitely continued. The Nasdaq is showing alpha every single day. And now, the Nasdaq-100 has officially entered a new bull market after rallying 20% off its December lows. Names like Apple (AAPL), Meta (META), Nvidia (NVDA), and Alphabet (GOOG, GOOGL) are leading these rallies. And these stocks are fairly recession-resilient – we’ll still all use Google, scroll on Facebook and Instagram, and watch Netflix during a recession. Plus, they’ll all benefit from lower Treasury yields. We think this dynamic will work for the foreseeable future. 📍Timestamps📍 00:03:18 - Oil to $100? 00:14:54 - Economic Triumvirate 00:21:12 - The Housing Market Is...

This week, we’re starting off with one of our all-time favorites – SoFi (SOFI). This company is not only surviving, but thriving in the midst of a banking crisis that has shaken the industry. If you’re not familiar with this name, SoFi is a fintech powerhouse that offers a wide range of financial products and services, from loans and investing to banking and insurance. It has a loyal customer base that uses its super app for all their financial needs. And unlike traditional banks, SoFi has no branches, no legacy systems, and no regulatory headaches. We’ve always called SoFi the “Amazon of Finance” because of its all-in-one super app. And it seems the parallels are getting stronger with this banking crisis. Amazon (AMZN) didn’t start its e-commerce takeover until the sector had a major crisis – the dot-com crash. When countless internet startups went bust, hoards of consumers migrated to Amazon.com. The company gained tons of market share and continued to grow responsibly as its competitors went bankrupt. And that’s kind of what we’re seeing with SoFi right now. And much like Amazon during the dot-com bubble, SoFi is well-positioned amid the turmoil in the banking sector. You’ve probably heard about the failures of Silicon Valley Bank and Signature Bank, the near-collapse of Credit Suisse (CS) and First Republic (FRC), and the massive deposit outflows from many other regional banks. These events have eroded consumer confidence and trust in the banking system, and have created an opportunity for SoFi to gain market share and grow its deposits. For its part, SoFi has seen no deposit outflow, and CEO Anthony Noto even said he expects deposit growth to be on par or better than it was last quarter. In fact, SoFi recently announced that it has increased its FDIC insurance coverage from $250,000 to $2 million per account – 8X higher than the national average. This move shows that SoFi is serious about protecting its customers’ money and providing them with peace of mind. And as a result, SOFI stock has been soaring, while most bank stocks have been tanking. While its competitors are struggling, SoFi is thriving in spite of the chaos. We expect that the company’s growth will accelerate because of the banking crisis. This is an “Amazon moment” for the upstart fintech – a chance to capitalize on a crisis and emerge as a dominant player in the financial industry. We expect SoFi to continue to innovate, expand, and deliver strong results in 2023 and beyond. That’s why we’re bullish on SOFI stock and we think you should be too. Thanks for watching Hypergrowth Investing. Don’t forget to like, subscribe, and hit the bell icon for more videos like this one. See you next time! 📍Timestamps📍 00:00:00 - Intro 00:02:15 The Amazon of Finance 00:05:42 Regional Bank Opportunities 00:12:06 Fed Update 00:16:39 Inflation Indicators 00:24:11 Shift in 2023 00:29:02 What's Going On With EVs? 00:33:39 Fan Questions 00:38:06 Closing Thoughts 🎧Listen to the Podcast🎧 ➡️Spotify: https://open.spotify.com/show/3iC4uu3Qq49SSyrpwrp3KA ➡️Apple: https://podcasts.apple.com/us/podcast/hypergrowth-investing/id1605192953 ➡️Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXN0ZWQudXMvNzEvSHlwZXJncm93dGgtSW52ZXN0aW5nLTgwN2ViZTdmL2ZlZWQ 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1

In a rocky macro environment like the one we find ourselves in today, many are feeling the heat. 🟢Get Exclusive Access to Luke's top picks: https://signup.investorplace.com/?cid=MKT694229&eid=MKT719033 As cracks start to form in the banking sector, investors are fleeing riskier assets to play defense instead. But despite the widespread fear and macro risks, there are still ways to make great money in the stock market this year. We’ve got our sights set on four promising sectors – our Big 4: housing, clean energy, self-driving, and enterprise software. Housing is top of mind right now because February’s home sales data was just released. And we’ve got one word to describe it – boom! Existing home sales were expected to rise about 5% month-over-month in February, and they popped 15% – three times what they were supposed to and the biggest jump in sales since July 2020, when we were climbing out of the COVID crash. And it’s all thanks to the decline in mortgage rates. We think those rates will keep rolling over as the Fed nears the end of its rate-hiking cycle. That should spark continued growth in the housing market. Indeed, housing stocks have been on fire lately. And we think they’ll sustain that strength for the rest of the year. Now, how about clean energy? It’s been on a bit of a downtrend. But we think now it’s time to buy the dip and get aggressive once again. President Biden OKed a proposed oil drilling project in Alaska, and that made folks anxious that the U.S. government isn’t as gung-ho on clean energy as they thought. But, in fact, we view this as a positive development. The government realized that clean energy still needs some help from oil and gas, and we expect this approval will give the entire energy sector a boost, clean energy included. Plus, while lots of clean energy funding was tied up in Silicon Valley Bank, there’s been a robust bidding war for those assets ever since the firm’s collapse. It seems this ship will right itself. And the sector’s recent selloff is offering a fantastic buying opportunity. Now onto self-driving stocks – it’s no surprise that we’re really bullish on self-driving for 2023. Baidu (BIDU) just announced the rollout of its self-driving robotaxi service Apollo Go in Beijing. That marks the third Chinese city it’s expanded this service to. Autonomous delivery services are up and running in Texas and California. Luminar (LAZR) just struck a huge deal with Mercedes-Benz (MBGAF). And Innoviz (INVZ) also announced its own major deal with Volkswagen (VWAGY). Indeed, there’s a ton of good momentum going in the self-driving industry. The sector’s major hurdle now is the cost to integrate high-quality tech into cars. But we believe the disinflation we’re seeing here in 2023 will help to push those input costs lower. And that should really help self-driving stocks to catch a bid this year. And finally, enterprise software – there are two main types in this stack. You’ve got revenue-boosting software and cost-cutting software; and we’re fans of the latter. The theme we’re seeing in recent earnings reports is that companies aren’t altogether killing their spending, but they are cautious. And in tougher macro environments where businesses are neither failing nor thriving, companies will continue to spend on things that boost efficiency, like cost-cutting software. And right now, enterprise software stocks are about as cheap as they’ve ever been. This is a really good play for 2023. 📍Timestamps📍 00:00 - Intro 02:21 - Fed Day 18:53 - The Ultimate Contrarian Buy Signal 25:26 - Don't Be a "Rear-View" Investor 31:03 - What Could Knock Me Off the Bull 34:06 - The Big 4 of 2023 43:18 - Why You're Safe In Regional Banks 48:05 - Steady Eddie Techies 53:50 - Crypto Check-In 58:24 - Fan Questions 1:02:33 - Closing Thoughts Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags

Welcome, folks, to another episode of the Hypergrowth Investing podcast! This week, we’ll be discussing the elephant in the room – the recent collapse of Silicon Valley Bank (SVB) and its implications for the markets. So what happened? SVB’s failure was caused by a classic bank run, but this alone is not enough to bring down a bank, especially one as prestigious in technology as SVB. Rather, the run on SVB was a symptom of deeper issues – namely, two unique problems that arose from SVB’s very niche, exclusive focus on the startup tech sector. We’ll delve into these issues and explore what they mean for the future of the markets. What Happened to Silicon Valley Bank? The bank saw rapid growth in deposits amid the tech boom of 2020 and ‘21. And due to regulations put in place after 2008, SVB had to back up all those deposits with high-quality assets, which mostly comprise U.S. Treasuries. So, in 2020 and ‘21, SVB bought a bunch of U.S. Treasuries with its customers’ deposits. Given the Fed’s rapid rate-hiking cycle, U.S. Treasuries have since lost significant value. Consequently, SVB has been sitting on massive unrealized losses in its bond portfolio. Under typical operating circumstances, those unrealized losses are manageable because SVB can just hold the Treasuries to maturity and cash out without recognizing any real loss. However, in stressed operating circumstances wherein customer deposits dwindle and SVB needs to raise cash, the bank is forced to sell those bonds, and the unrealized loss becomes a realized loss. That’s exactly what happened. Over the past 12 months, venture funding for tech startups dried up. SVB’s customers were no longer seeing lots of cash inflow. In fact, very little cash was coming in the door. But those startups were still running businesses that required funds to keep the lights on, so cash flow going out of SVB accounts was still very high. Very little cash in, lots of cash out – obviously, that is an unsustainable situation, so SVB was forced to sell its bond portfolio to raise the funds necessary to keep up. The result? The company suffered a multi-billion-dollar loss on that bond portfolio. In order to recoup those losses, SVB tried to raise outside capital via share offerings. That didn’t work. No capital came to the rescue. So, the federal government swooped in and took over. What Comes Next? But remember: SVB was forced to cash out early because of its unique and exclusive focus on the most rate-sensitive part of the economy – early-stage tech startups. Since essentially all of its customers saw their funds dry up over the past 12 months, SVB saw its deposits start to dwindle quite rapidly. Yet, cash needs of those customers were not dwindling, leaving the company with a massive imbalance that it needed to fill. So, this appears to be a problem unique to SVB. This is idiosyncratic – not systemic. SVB’s collapse is a big warning shot to the Fed. Fed rate-hike cycles are like bulls running through china shops – they both keep going until something breaks. And something significant has broken. And what broke SVB could potentially break other banks – bigger banks – if the Fed keeps its foot on the rate-hike pedal. But we’re confident the central bank will heed that warning. A pause is coming – and that means a major market rally likely is, too. 📍Timestamps📍 00:00:00 - Intro 00:02:41 - Silicon Valley Bank: What Happened? 00:23:07 - Government Intervention 00:32:08 - Fed Signals to Watch 00:36:17 - SVB Impact on Rest of 2023 00:39:25 - The Bearish Outlook 00:44:10 - Fan Questions 00:47:29 - Closing Thoughts 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #siliconvalleybank #SVB

Welcome, folks, to another episode of our Hypergrowth Investing podcast! Last week, we talked a lot about AI, but today, we’re getting right into the macroeconomic weeds to break down our base-case outlook for stocks over the next few months. Spoiler alert: While the markets are wavering thanks to a hawkish Fed, we’re still preparing for a massive bull market run… and I’ll tell you why. Last week, stocks tested and bounced off of some critical technical levels. And we believe that was the start of a big short-term burst higher for stocks in March and April. Plus, we view this bounce as proof that the rally we’ve had off of the October 2022 lows is, in fact, the start of a new bull market. There are three elements to this bull thesis – fundamentals, technicals, and positioning. Let’s start with fundamentals. A lot of people are worried about inflation, rate hikes, a slowing economy, and the 10-year Treasury yield climbing to 4%. But in reality, these trends are shifting course in a favorable direction. Though the decline is a choppy one, inflation is coming down. Demand and supply are normalizing to pre-pandemic levels. And with a slowing – but not dying – consumer and rate hikes from the Fed, this disinflation will likely continue into 2024 and ‘25. The Federal Reserve is a bit of a wild card here. However, it’s aware that inflation is falling and is likely to move forward with rate hikes at a slow and steady pace. Plus, the labor market is not weakening in a way that’s indicative of a collapse, so we’re confident that the Fed will be able to pull off a soft landing. It’s true that the equity risk premium (ERP) – the spread between the S&P 500’s forward earnings yield and the 10-year Treasury yield – is the lowest it’s been in several years. But given the stable string of recent earnings, today’s ERP is historically normal, and we’re confident that stocks are fairly valued. Earnings and P/E multiples suggest that stocks have room to rally over the next nine months. Now to technicals: Stocks held the 200-day moving average last week. They held the uptrend line from October 2022’s rally. And they bounced off the resistance line that acted as the ceiling for stocks during the 2022 bear market. Whenever stocks turn resistance to support, it means a trend reversal is underway. And they just turned a year-long resistance level into support – that is supremely bullish. Every time stocks were in a bear market, then bounced above and stayed above the 200-day moving average for more than 20 to 30 days, the market went higher. And that’s exactly what we have today. And we can’t forget about the Triple Barrel buy signal we saw in January, with the Breakaway Momentum, Whaley Breadth Thrust, and the Triple 70 Breadth Thrust indicators. All three are ultra-rare and ultra-bullish – and all three flashed on the same day for the first time ever. Onto positioning: From a positioning perspective, stocks are back to where they were at their October lows. That’s when the 10-year yield popped above 4%, when the futures market began pricing out rate cuts, and when inflation expectations were pretty hot. And that makes us bullish because the positioning of expectations are at levels that leave a lot of room for dovish surprises. There’s a good chance that the data we receive in March and April surprises to the bullish side. And considering these expectations have swung to peak-bearishness while stocks are holding well-above their October lows, we think it’s yet another sign that we’ve arrived at a new bull market. Check out the full episode to hear our complete breakdown and analysis! 📍Timestamps📍 00:00 - Intro 2:47 - Our Macro Mindset 20:44 - EV Stocks: A Great Buying Opportunity? 23:50 - Clean Energy’s Steady Rise 26:30 - 3D Printing Will Print Wealth 29:19 - Celsius: The Long & Short of It 31:33 - A Housing Market Rebound 32:48 - Consumers Carry On 36:09 - Oil to $120? We Don’t See It 42:34 - Self-Driving...

🟢Get Exclusive Access to Luke's AI Summit. https://signup.investorplace.com/?cid=MKT720356&eid=MKT720890 Welcome to another episode of our Hypergrowth Investing podcast, folks! This week, we’re taking a deeper look at a topic that’s had investors enraptured since November – artificial intelligence (AI). We’ve talked about the differences between narrow and general AI on the podcast before. But why is the distinction between the two so important when it comes to investment strategies? For one, a lot of people get AI plain wrong. Take Blake Lemoine, for example. Blake notoriously was fired from Google for publicly discussing his work on Google’s LaMDA engine and claiming the AI had become sentient. And while his argument does wade into several important discussions to be had around artificial intelligence, it confuses a narrow AI with a general AI: “I ran some experiments to see whether the AI was simply saying it felt anxious or whether it behaved in anxious ways in those situations. And it did reliably behave in anxious ways. If you made it nervous or insecure enough, it could violate the safety constraints that it had been specified for.” However, the difference between narrow AI and general AI is that a general artificial intelligence is truly creative while a narrow AI relies on language prompts and large language models to formulate its response. General AI systems can do theoretically everything; think Jarvis from Iron Man or HAL 9000 from 2001: A Space Odyssey. These sci-fi-inspired models are omniscient and omnipotent – and they’re also nonexistent. But narrow AI – (aka focused AI), systems designed to complete more singular tasks – is very real. And it’s the type of artificial intelligence that will see rapid mass adoption over the coming years. Now, with this explosion in AI hype, hundreds of startups will also emerge, all aiming to create the best-in-class technology and become the top dog in the industry. But as with all technological innovations that came before it, the AI industry will eventually experience a great consolidation. And the companies based on general AI – all hype and no substance – will fail. So, if you’re looking to profit from this emerging megatrend, we’ve got two words for you: narrow AI. 📍Timestamps📍 00:00:00 - Intro 00:02:14 - AI Super Summit 00:04:55 - AI: Why Now 00:19:02 - The Worst AI Will Ever Be 00:27:00 - AI: Transforming Global Productivity 00:30:59 - Narrow AI vs. General AI 00:39:07 - Spotting Winners in AI 00:44:51 - How AI Will Change Investing 00:50:50 - Why Stocks Will Rebound 01:00:47 - Breaking Down Fisker's Earnings 01:06:03 - Should You Sell Lucid Stock? 01:09:24 - Why I Still Like Opendoor 01:13:12 - Fan Questions 01:27:23 - Closing Thoughts 🎧Listen to the Podcast🎧 ➡️Spotify: https://open.spotify.com/show/3iC4uu3Qq49SSyrpwrp3KA ➡️Apple: https://podcasts.apple.com/us/podcast/hypergrowth-investing/id1605192953 ➡️Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXN0ZWQudXMvNzEvSHlwZXJncm93dGgtSW52ZXN0aW5nLTgwN2ViZTdmL2ZlZWQ 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #AI #AIstocks #narrowai

Happy earnings season, all! In this week’s episode of Hypergrowth Investing, we’re checking in on some of our favorites to talk about how they’ve fared this quarter. 🟢Get This Report Absolutely Free https://signup.investorplace.com/?cid=MKT694229&eid=MKT719033 and get 5 of Lukes top stocks to watch for 2023! QuantumScape (QS) There was lots of volatility with QS stock this week. But that volatility has to do with short coverings going into earnings, not the numbers themselves. The company has shipped prototypes to automakers, who are in the process of testing its breakthrough batteries. Now, due to the nature of the companies’ agreements, QuantumScape can’t disclose any testing details. But it has said that the tests are going well, which will likely translate to a smooth operational ramp over the coming quarters. Plus, QuantumScape is very disciplined in its cash control; it extended its runway to 2025, when commercial operations are expected to start. Those are all great developments. So, the real question is, can QS sustain an ongoing rally? Roku (ROKU) Roku reported earnings last week, too. Wall Street was very pleased, and ROKU popped nicely. Like QuantumScape, the company is excelling when it comes to cutting costs and managing cash. Roku is accelerating its user and engagement growth in a very bullish way. Active accounts rose 16% YoY last quarter – the third consecutive quarter of accelerating growth – and it’s the same story for streaming hours growth. Roku is adding more users and getting those users more engaged. And since ad dollars follow eyeballs, this development is really bullish. Although, given that we’re in an ad recession, that growth isn’t translating into revenue expansion just yet. But recessions don’t last forever… Twilio (TWLO) Another favorite reported earnings last week, and its stock popped, too. We’re talking about Twilio. The company is guiding for a big year ahead. Twilio powers modern communications; and that demand is resilient and secular. It will keep growing. In truth, that was never a concern. So, what is? Margins. For a long time, the company spent at all costs to grow. But that has shifted. Twilio is now taking the same approach as many others – grow responsibly. The company is cutting expenses and guiding toward big margin expansion. And the Street likes that approach. Datadog (DDOG) Datadog didn’t do too well with its recent earnings. What’s up there? The company offered weak guidance for the upcoming year, and that’s because of the challenging macroeconomic backdrop. Does that change the narrative for this potential observability titan? Shopify (SHOP) The company released a poor earnings report, and as a result, the stock got crushed. It seems Shopify didn’t get the memo to “grow responsibly.” While the company is making some smart long-term investments, the market is not rewarding them because they come at the expense of margins. Indeed, profit margins are not improving and actually continue to deteriorate – and the company expects that trend to persist. So, when it comes to next moves, it all depends on your investment style. Crocs (CROX) Fellow retail stock CROX, on the other hand, showed fantastic earnings and rose rather nicely last week. This company is killing it – 60%-plus revenue growth last quarter, guiding for 30% growth next quarter. Though that trend is slowing, the company is still sustaining massive growth. And that means Crocs’ success is based on more than just a passing trend. Toast (TOST) And last but not least, TOST – like, Shopify, the stock was crushed on earnings. It really ran up going into its report and then got clobbered, all despite the company reporting a double-beat quarter with great growth and margin expansion, not to mention management’s guidance for that trend to persist over the next year. Fundamentally, Toast’s earnings were fantastic. It seems that the Street just got ahead of itself with this one. 📍Timestamps📍 00:00:00 -...

Last week, we talked about how Big Tech stocks were the way to play the AI Revolution that’s sweeping the globe. So, will Big Tech be the big winners in 2023, or are there other ways to gain in this new bull market? Well, AI is a powerful tool that will allow Big Tech to dominate even more than it already is. It’s the ultimate productivity game-changer. And indeed, not only does Big Tech have the data, resources, and talent to build great AI – they have the platforms that stand to benefit most from that technology, too. Just look at Microsoft (MSFT). It’s investing heavily in OpenAI and integrating ChatGPT into its suite of products and services. Imagine the boost in productivity that integration will allow. Writing a report and getting stuck with run-on sentences and a lack of clarity? What might’ve taken you an hour to revise will take AI just seconds – freeing up more precious time in your day. What about Alphabet (GOOG, GOOGL)? Despite its Bard AI fumble, the company has access to the largest amount of consumer search interest data in the world, and that’s vital to developing robust AI and machine-learning algorithms. Similarly, Amazon (AMZN) runs the largest e-commerce platform on Earth, meaning the company holds the keys to the greatest collection of retail data in the world. And Meta (META) controls an unfathomable amount of data from its social media empire. Thanks to the start of this transformative tech revolution – and, in part, the improving macro backdrop – Big Tech is due for a great 2023. Once investors realize the enormous potential for margin expansion with these firms, it’s likely they’ll soar like never before. We’re confident that buying Big Tech on the dip is a fabulous way to play the emerging AI Revolution. 📍Timestamps📍 00:00:00 - Intro 00:02:47: Disinflation 00:12:51: Game-Changing AI 00:26:16: Palantir 00:29:10: 3 EVs to Buy 00:36:08: Fluence 00:39:01: BNPL 00:43:52: UFO Activity 00:47:32: Sports Betting 00:51:42: Fan Questions 01:12:09: Closing Thoughts Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #AI #stockstobuy

Welcome, folks, as this week we’re doing a deep-dive into the topic of the year: artificial intelligence (AI). We’ve said it before. AI will change everything about everything, just like the internet, the computer, fire – even the wheel – changed everything about everything. The AI Revolution is here, and we think it’ll move forward at lightning speed over the next few years. So let’s unpack it, understand it, and find ways to profit from AI stocks. Broadly speaking, artificial intelligence is technology that uses data to learn and improve over time without the need for human intervention or oversight. But the topic is amorphous – AI isn’t one thing. There’s conversational AI, like OpenAI’s ChatGPT and Alphabet’s (GOOG, GOOGL) Bard. We’ve had more ubiquitous low-level voice AI in things like Siri, Alexa, and Google Assistant. And what about services like Spotify (SPOT)? That platform uses machine-learning algorithms to track songs users enjoy in order to recommend new music. We have robotics, automated software, self-driving cars… the list goes on. AI can be manifested in so many ways; and that’s why investors are so excited about it. But why is that hype happening right now? ChatGPT. In short, AI is having its ‘iPhone Moment.’ When Apple (AAPL) released the first iPhone, the internet had been around for many years. But it wasn’t until that breakthrough consumer product – with robust technological power literally in the palms of our hands – that we exploded into the internet era. Now innovations like ChatGPT are arriving at a time when the world is producing exponential amounts of data, which is essential for AI development. And the volume of daily data creation is only going to explode higher from here. We’ve arrived at a new era, folks. And it’s time to embrace this AI Revolution to score generational gains. 📍Timestamps📍 00:00 - Intro 03:02 - AI's iPhone Moment 26:08 - AI Stocks to Buy Now 35:42 - Quantitative Investing 43:47 - Megacap 6 49:58 - Macro Outlook 54:59 - Should You Buy Energy Stocks? 57:45 - Alternative Energy Revoluton 1:01:32 - EV Stock Tailwinds 1:03:01 - Housing Rebound 1:06:33 - Consumer Stocks? MEH 1:11:15 - Fan Questions 🎧Listen to the Podcast🎧 ➡️Spotify: https://open.spotify.com/show/3iC4uu3Qq49SSyrpwrp3KA ➡️Apple: https://podcasts.apple.com/us/podcast/hypergrowth-investing/id1605192953 ➡️Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXN0ZWQudXMvNzEvSHlwZXJncm93dGgtSW52ZXN0aW5nLTgwN2ViZTdmL2ZlZWQ 🟢Join Luke's Free Newsletter: https://signup.investorplace.com/?cid=MKT502688&eid=MKT612161 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #Artificialintelligence #chatgpt #bard #AI

Welcome, folks, to another installment of our weekly Hypergrowth Investing podcast, where we discuss all things investing, such as artificial intelligence (AI), electric vehicles (EVs), and more. If you’ve been following my updates here or on our website, then it’s no secret that we’re super bulls when it comes to SoFi (SOFI). Indeed, last year, when the stock was languishing under $5, we called it the buy of a lifetime. Well, so far in 2023, even before we hit February, SoFi stock is already up 50%. And on Monday of this week, it saw an especially large pop after the firm reported excellent fourth-quarter earnings. Despite its rapid ascent this month, we still believe SoFi stock is the buy of a lifetime. In 2022, higher interest rates and a slowing economic backdrop were supposed to hinder lending activity and consumer spending and, ultimately, diminish SoFI’s revenue and user growth trajectory. But as we’ve seen from the company’s second-, third-, and now fourth-quarter earnings results, that could not be less true. Now investors are seeing SoFi’s flawless execution in spite of the tough macro environment, and they’re getting excited. If the company can perform this well under these conditions, imagine what it can do when the macro meaningfully improves. This ongoing success speaks volumes about the importance of a robust management team – especially in an industry as competitive as fintech. SoFi is outperforming in a space with tons of room to grow. And that’s why we think the stock will keep flying higher. 📍Timestamps📍 00:00 - Intro 03:07 - SoFi, So Fly 11:47 - Fed Outlook 23:15 - How to Play AI 29:29 - AI + Self-Driving 35:55 - Clean Energy 44:56 - EV Stocks in 2023 48:55 - Housing Boom 50:45 - Emerging Markets 51:47 - The Case for Platinum 🟢Join Luke's Free Newsletter: https://signup.investorplace.com/?cid=MKT502688&eid=MKT612161 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #stockstobuy #sofi #AI

It’s Wednesday, which means we’re back with a new installment of our Hypergrowth Investing podcast! Two months ago, despite widespread fear that the sky was actually falling, we were predicting a bullish breakout for stocks in this new year. And we’re very happy to see that that call has come to fruition. The S&P 500 is already up 5% year-to-date. The Nasdaq is up nearly 10% – and we’re not even a month into 2023. In fact, when it comes to the stock market, we think Sir John Templeton said it best: “Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.” We saw severe pessimism in the back half of 2022, and that outlook has even bled over into the new year. So, it’s no surprise to us that a new bull market is being born on the back of this pessimistic sentiment. And we believe this bullishness will last. What gives us confidence there? Well, in short, everything. Inflation is crashing, and the economy is remaining resilient. This unique combination sets the stage for a soft economic landing. The Fed can ease on its rate-hiking campaign, allowing for economic reexpansion in the back half of 2023 and beyond. How about valuations? The current spread between earnings and Treasury yields signals a historically discounted market. And as inflation continues to crash, we should see some significant valuation multiple expansion throughout the year. Plus, thanks to the economy’s resilience, earnings are coming in better than expected. And don’t forget about all the technical indicators we’re seeing – S&P’s golden cross signal, Breakaway Momentum, Whaley Breadth Thrust, Triple 70 Thrust, a bullish “trifecta.” Everything is telling us to be confident. And everything is saying this bullishness will last. It’s time to position yourself for the next 12 months – because gains could be tremendous. Stay up to date with the hottest trends and seize financial freedom now by watching our latest Hypergrowth Investing episode. 📍Timestamps📍 00:00:00 - Intro 00:02:45 - Stock Outlook 00:11:55 - Should You Buy NFLX? 00:17:31 - The Bull Signal in Layoffs 00:22:17 - The Next TikTok Is... 00:31:07 - Globalization Trends 00:36:34 - Psychedelics 00:39:09 - EV Stocks to Buy 00:44:30 - Housing Trends 00:49:28 - Crypto Surge 00:55:34 - Q&A 🟢Join Luke's Free Newsletter: https://signup.investorplace.com/?cid=MKT502688&eid=MKT612161 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #stockstobuy #evstocks #netflix

Since the start of the new year, the overall market trend has greatly improved, and the past few days have been no exception. The market has seen a significant and sudden increase in price action, with stocks no longer declining as they were in 2022. While stocks played a stubborn game in 2022, this year, they refuse to go lower. Best of all? Technology and growth are driving the ongoing stock market boom in 2023. So why the sudden shift? Well, it seems that the consensus view in the market has finally aligned with the one we've had since November. Inflation is crashing hard, the Fed's rate hikes are nearly over, and the economy will likely avoid a deep recession. With this as the consensus, more investors are rushing to buy the dip in risk assets. And if you want to gauge the market's risk-on appetite, just take a look at the crypto markets. Bitcoin (BTC-USD) started the year at $16,500 and popped to $21,500 over the weekend – up a whopping 40% year-to-date. Several major altcoins have doubled in that same time. This is the type of price action you only see when new bull markets begin. We are highly constructive on what we’ve seen so far. This is likely Year 1 of a multiyear bull market. Get ready for those gains. So, the current price action in the market strongly suggests that we're seeing the arrival of a new bull market. And last week, this price action triggered a bullish indicator known as the Breakaway Momentum indicator. This indicator measures the ratio of the total number of stocks that were advancing over the past 10 days to the total number of stocks that were declining in that time. When that ratio is roughly above 2, meaning the number of advancing stocks is double the number of declining stocks, the Breakaway Momentum indicator is triggered. This has only happened a handful of times over the past 70 years, but every time it has, stocks were higher six and 12 months later. And similarly, nearly every time this breadth thrust indicator is triggered, it's been when a bear market is ending and a new bull market is beginning. In short, current price action indicates that a new bull market is forming right now. As always, remember that price is truth. So, keep an eye out for any new developments in the market. For us, one emerging development we're bullish on is quantitative finance. Hypergrowth Investing is no stranger to AI. We’ve talked about its impact on several industries in previous episodes, even when it comes to the future of stock picking. We’re confident that eventually, AI and other quantitative approaches will dominate most money management and financial market strategies. Investors with fantastic track records and decades of experience picking stocks are few and far between. And access to these folks is very limited. But in the future, we will have access to AI tools and quantitative systems that allow us to be the best investors we can be – by removing emotion from decision-making and following the data. The stock market is a veritable treasure trove of data. And with the advent of machine-learning algorithms, it's becoming a powerful tool for investors. In the next few years, it's expected that most investors will turn to quantitative trading systems, powered by AI, to gain an edge in the market. Those who embrace this technology will have a significant advantage over those who don't, and will be able to make more informed and profitable trades. That’s why our team has spent the past year developing a quantitative trading system to inform our investment strategies. We are using this quant tool to scan the market for the most high-quality breakout stocks. And by implementing machine-learning algorithms, we aim to create a robust system that helps us to greatly outperform the market. Learn more here: https://bit.ly/3kpWXUT Watch the full episode of Hypergrowth Investing above. 📍Timestamps📍 00:00:00 - Intro 00:02:35 - Stock Boom 00:08:00 - Breakaway Momentum 00:20:15 - EV Price...

Goodbye (and good riddance), 2022! This past year has been an exceptionally tough one for the markets. In fact, it ranks among the worst in Wall Street’s history. And it’s easy to see why – decades-high inflation, a mega-hawkish Fed, soaring commodity prices, the Russia-Ukraine war, a strained global economy, and the threat of an incoming recession. Talk about harrowing. But with 2022 in the rearview, we’re welcoming the new year with open arms – and renewed bullishness. In our first Hypergrowth Investing episode in 2023, we’re talking all about stock market predictions for the coming year. What will work in this new year, and what won’t? Welcome to Hypergrowth Investing’s stock forecast for 2023. Let’s get into it. Inflation will crash much faster than everyone thinks. The Federal Reserve’s aggressive rate hikes are working. Incoming economic data from various fronts all point to slowing inflation, most recently seen in manufacturing and commodities prices. Home prices will continue to moderate. Rents are plateauing and starting to recede in some cities. Indeed, disinflationary pressures are building across the board. That will continue rapidly throughout the year. And historically speaking, when inflation crashes, stocks rally. The Fed will pause rate hikes much sooner than expected. Inflation is starting to crash. The economy is starting to slow, and soon, unemployment is going to rise. All that sets the stage for a pause in rate hikes in 2023. We anticipate the last rate hike in this cycle will happen in February – sooner than what the futures market is pricing in. And a pause is bullish for stocks. Our stock prediction? We think a Fed pause could kickstart a 12-month breakout on the order of 20%-plus. The economy will avert a deep recession. For a majority of the past 15 years, folks saved at an above-average rate. And today, the consumer is still spending pretty robustly. This means that companies will continue to see earnings and will largely maintain their workforces, which should keep the labor market steady. So, barring some unforeseen Black Swan event, we should be able to avert a deep recession in 2023, especially if the Fed pauses in February. Could we see a shallow recession? Sure. But that’s pretty much already fully priced into stocks. The start of the year could be choppy. Liquidity drives the markets. So, once the Fed pauses and stops its liquidity drain, stocks will soar. Until then, they will probably remain volatile. Considering a likely pause in February, we could see choppy trading into that month – before a face-melting rally into the end of the year. ... To get the rest, watch our stock market forecast for the next six months and onward. Bottom Line: We’re bullish; and you should be, too. 📍Timestamps📍 00:00 - Intro 03:41 - Inflation 08:33 - The Fed 16:31 - The economy 19:20 - The start of the year could be choppy 21:54 - The S&P 500 25:33 - The Nasdaq 28:52 - Bitcoin 35:51 - Small-caps 38:02 - The housing market 40:57 - high-growth tech stocks Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1

Welcome to another brand-new episode of our Hypergrowth Investing podcast, where we get candid on SoFi’s (SOFI) prospects in 2023, ChatGPT3 and the AI Revolution, TikTok government bans, and whether Apple’s (AAPL) XR headset can do for the metaverse what the iPhone did for the internet. Buckle up, friends, it’s going to be a long one! If you’re a sports fan, then you probably know that the college football championship game just happened a few nights ago (and boy, it wasn’t even close, was it?). But more importantly, this championship game was held at SoFi Stadium. Since then, SoFi’s been in the spotlight – and rightfully so. Great products make for great businesses, which make for great stocks. And that’s exactly what you have with SoFi. Its world-class digitally native consumer finance app is a modern-day dream. And because the company doesn’t have to maintain a physical presence, it can pass those cost-savings onto customers through better yields and higher interest. We see this as a company that will grow 20% per year into 2030. Yet SOFI stock is trading at 0.9X its book value. Traditional banking giants are trading at larger multiples – while growing at just 2% per year. And it’s all thanks to the major risk-off sentiment that began in 2022. As soon as that sentiment abates – and it always does – SOFI stock could rocket in a hurry. The AI Revolution Is Here Pivoting to artificial intelligence, which we’ve talked about a lot since the launch of ChatGPT3, OpenAI (the company behind that product) is reportedly looking to raise funds at a $29 billion valuation. What does this mean for AI stock investors? Well, in 2021, the company was worth $14 billion. Less than two years later, it has increased its value by more than 100%. And we’re confident that the launch of ChaptGPT3 was a tipping point for the AI Revolution. Coding, music creation, copywriting, storytelling – there are already a plethora of things you can do with AI, even in these early stages. And we just hit the fast-forward button. Considering the state of the markets and the stressful macro backdrop we had in 2022, the launch of many AI platforms went unnoticed. While they’re flying under the radar today, they’ll soon attract tons of users – and value – leading to a categorical boom in AI. Some trends are unstoppable forces, and it seems that AI is one of them. TikTok Tops Out – Should You Buy SNAP Stock? First off, we see short-form video as the future. It’s no secret that we’re big fans of TikTok, but the platform keeps getting banned in certain places, namely on government devices in various U.S. states. Now, this doesn’t mean TikTok is done. But we do think its ascent is over. Bans are one thing, and widespread media coverage is another. If all media outlets agree on anything, it’s that TikTok is sketchy. And their coverage is likely to encourage users to migrate elsewhere. As a result, platforms like Snap (SNAP) and Instagram will probably see their usage soar over the next two years. TikTok’s descent will act as an engagement tailwind for these platforms, and they’ll return to continued growth very soon. The companies that will really thrive in this environment are those that tap into next-gen technology to augment user experience in a way that others cannot, and we think Snap really excels on that front. Get bullish here! Watch the full episode of Hypergrowth Investing above. 📍Timestamps📍 00:00:00 - Intro 00:02:28 - SoFi vs. Everybody 00:13:45 - The Space Economy 00:25:28 - Metaverse Killer-App 00:35:04 - AI Everywhere 00:47:50 - TikTok Banned? Oh Snap! 00:58:56 - EV Stocks 01:02:28 - Stock Boom 2023 01:08:28 - Fan Questions! 🟢Join Luke's Free Newsletter: https://signup.investorplace.com/?cid=MKT502688&eid=MKT612161 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #sofi #ai #metaverse #evstocks #stockstobuy

SoFi (SOFI) CEO Anthony Noto recently purchased $5 million worth of SOFI stock and then added another $2.4 million. Insider buying is a valuable metric when looking at a company, and Noto's large purchases are a clear indication of his confidence in the company. Why is he so bullish? And more importantly, should we be following in his footsteps and buying big for 2023? Noto has been buying SOFI stock all year long, but these are his biggest purchases by far. And they represent massive votes of confidence in the company. This is someone you want to listen to. Not only is Noto highly experienced on Wall Street, having served as CFO of Twitter (TWTR) and the NFL, but SOFI has also demonstrated strong growth under his leadership, with revenues increasing by 50% every quarter. So, in our opinion, his bullishness holds even more weight than a “regular” CEO’s would. It’s no surprise that we love SOFI stock. The company has been steadily growing revenues at a 50% clip every single quarter while mature firms like Bank of America (BAC) and Wells Fargo (WFC) are not. Additionally, SOFI's valuation is lower compared to those incumbent firms, making it an attractive investment. What’s more, with several potential catalysts on the horizon, such as the end of the student loan moratorium, SoFi could be looking at outsized growth. Overall, Noto's purchases and SOFI's strong performance make it a worthwhile investment for 2023. It could soar when interest rates turn around, when the economy stabilizes, when the student loan moratorium ends. There are so many dormant catalysts here that could make this stock rocket. It’s no wonder that the CEO is piling in. And we’d be buyers, too. But SOFI isn’t the only stock we’re bullish on right now – certain EV stocks have had our attention for a while. Lucid (LCID) and Rivian (RIVN) come up quite often, but do we have an absolute favorite for the next 12 months? We do. (Watch the video to find out which stock we’re talking about!) We really believe that affordable electric vehicles will sell the best in 2023. The only uncertainty for us here is whether the company will be able to hit its production targets next year. If it does, this EV stock will sell tens of thousands of EVs per quarter by the end of 2023. And that simply isn’t reflected in its current stock price. We think the stock can more than double in 2023. Something else we've been bullish on all year? Solar stocks. And lately, we've only gotten more bullish. The fundamental momentum in the solar industry is incredibly robust right now. For example, last week, McDonald's (MCD) signed a major deal to buy 190 megawatts of solar power to essentially power its entire U.S. supply chain. This means that the biggest restaurant chain operator in America is going all-in on solar for its entire operations. Not to mention, Meta (META) – one of the world's biggest companies – also signed a similar agreement to power its data center in the Southeastern U.S. Everywhere you look, there are positive news developments and really positive earnings from these companies in the solar industry. This underscores the stunning momentum the sector is feeling. We think it will only accelerate in 2023. This year, the world faces an energy crisis. We came to a fork in the road and had to make a choice: try to make oil and gas work, or embrace clean energy technology to power our world. All major governments around the world passed landmark legislation to accelerate the clean energy transition. Don't fight that trend. It will only get stronger from here. 📍Timestamps📍 00:00:00 - Intro 00:01:59 - Should You Buy SoFi Now? 00:09:48 - Disinflation Wave 00:33:11 - Will Elon Leave TWTR? 00:36:42 - FSR to $20? 00:38:02 - Solar Stocks 00:50:44 - Avatar vs Disney+? 00:55:57 - Fan Questions! 🎧Listen to the Podcast🎧 ➡️Spotify: https://open.spotify.com/show/3iC4uu3Qq49SSyrpwrp3KA ➡️Apple:...

Inflation – it’s been the 2022 word of the year. And finally, as we head into 2023, it’s starting to come down in a big way. We got a much cooler-than-expected Consumer Price Index (CPI) report on Tuesday. As a result, the market has been on a tear. And we think this rally is just a taste of what’s to come. It seems clear that inflation will crash back to 2% over the next 12 to 24 months. In fact, over the past 100 years of market history, we’ve had seven prior periods of red-hot inflation that became disinflation – just like what we’re seeing today. Each time, when inflation began to fall, it kept going lower. On average, we saw two to three years of disinflation and about 10 points off of the CPI. The current disinflation wave has begun, and it’s still early in this ballgame. The forces are in motion – and they’re going to stay that way for a long time. We’re confident that in 2023, disinflation will be the word of the year. And since stocks respond positively to that kind of environment, we’re quite bullish on the markets here. Now, inflation isn’t the only piece to this macro puzzle. It’s imperative that it crashes – and it’s also imperative for the Fed to pivot dovish in response. Given the cooler-than-expected data we’ve received over the past two weeks, we think the Fed will continue to lean into its recent dovishness. Stocks should pop big in response, and that will lead to a new bull market in 2023. In fact, we think that despite what most investors are anticipating, we’ll get a “soft landing” from the Fed next year. And the data supports this thesis. Over the past several months, we’ve been seeing major disinflation without much labor market destruction. Back in the 1980s, we were in a similar disinflationary cycle – but at that time, unemployment rocketed to around 9%. We saw something analogous in the 1970s. But today, the Fed is tamping down inflation without harming the labor market. And that’s highly conducive to a soft landing. We’re donning our optimist caps for this one. But enough about the Fed. Let’s pivot (pun intended) and check in on a stock we haven’t mentioned in a while – Tesla (TSLA). We’ve been bearish on this one for a while. It was the first mover and, really, the only viable competitor in the EV space for years. But since its production ramp in 2019, a lot of competition has entered the fold. Legacy auto companies are increasingly electrifying their own models. Plus, a swath of new entrants are coming into the market. And many – like our favorites Rivian (RIVN), Lucid (LCID), and Fisker (FSR) – are growing nicely. As a result, Tesla has and will continue to lose market share over the next few years. The stock has come down quite a bit. Normally, we’d say to take profits on the short and move on. But the bear thesis is actually getting stronger. Elon Musk’s Twitter takeover and injection into the political realm has not been a good move for Tesla. We think it will continue to see a net loss in customers, and the share price will keep falling. Regaining momentum will require some significant changes. And until that happens, TSLA will remain a dead duck. And like a lot of the market, Chinese stocks were crushed in 2022. Recently, they’ve been bouncing back on hopes that the economy will reopen next year. Should we be buying? Yes (but not hand over fist). We think that in 2023, China will experience what the U.S. did in 2021 – pent-up consumer demand coupled with loose monetary conditions to unleash a massive economic boom. Indeed, especially after nearly three years locked down, there must be an incredible amount of pent-up demand in the country. Now, this reopening will be choppy, but that shouldn’t impact the bull thesis here. That’s well-priced into these stocks. And this major catalyst on the horizon could spark massive revenue and earnings growth – and send these stocks soaring. Throw that market a bone or two and see what happens over the coming year. To hear the whole story about...