SoundHound AI is the lone loser in the top 10 holdings, but the creator remains confident due to strong earnings pop, continued sales growth, and progress towards profitability.
Source Post
9 Stocks I’m Buying in My $2.9 Million Portfolio
Aug 23, 2026
Joseph Hogue discusses nine stocks he is buying, focusing on updates to Super Micro Computer, Nvidia, and Marvel Technologies. He highlights Crowdstrike Holdings (CRWD) and Nvidia (NVDA) in detail, noting their strong growth potential but also their high valuations. Hogue expresses a continued love for the cybersecurity theme despite current high prices and sees potential in Nvidia's valuation for long-term investment.
Linked Mentions
Tickers discussed in this post
SoFi Technologies is up 12% since being added back to the portfolio and is still a good buy, with a target of at least $20 a share.
The creator is still holding shares of Symbotic, which is up 65% even after a recent drop, believing the company can revolutionize warehouse and logistics.
Cloudflare is a good buy here on very strong growth expected this year and the trend to AI agent management, despite a recent sell-off likely due to profit-taking.
Alibaba (BABA) fell on its earnings report due to increased AI spending impacting profits, but revenue from cloud services surged, and the creator remains holding for a run-up, being up over 30% since June.
Coinbase (COIN) was up 24% on news of increased US Treasury bond buying and investor worries over US debt, showing strong momentum in crypto-related stocks.
MicroStrategy (MSTR) was up 26% on news of increased US Treasury bond buying and investor worries over US debt, showing strong momentum in crypto-related stocks.
Circle Internet Group (CRCL) was up 28% on news of increased US Treasury bond buying and investor worries over US debt, reflecting strong momentum in crypto-related stocks.
Marathon Digital Holdings (MARA) was up 30% on news of increased US Treasury bond buying and investor worries over US debt, showing strong momentum in crypto-related stocks.
Tempest AI (TEM) jumped 26% on favorable cancer vaccine results validating its acquisition and push into precision oncology, leveraging AI and data for diagnostics and treatments.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.