Meta Platforms is a strong company with good revenue growth but is currently too expensive to add to.
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5 Stocks I’m Buying the Dip in April
Let's Talk Money! with Joseph Hogue, CFAApr 1, 2026
The creator believes that despite geopolitical risks and market downturns, strong corporate earnings growth and attractive valuations in tech stocks present a buying opportunity. He specifically highlights cybersecurity as a resilient long-term growth theme with stocks now trading at significant discounts.
Linked Mentions
Tickers discussed in this post
Cloudflare is a buy due to its usage-based model, infrastructure advantage in edge computing, and strong network position.
Service Now is a buy due to its significant discount from its peak and attractive valuation relative to growth.
Rubrik is a buy due to its strong cross-sell advantage and a 53% discount to its average valuation.
Alphabet is held by the creator and is considered a solid stock already in the portfolio.
Amazon is held by the creator and is considered a solid stock already in the portfolio.
Fortinet is held by the creator and is considered a solid stock already in the portfolio.
Broadcom is held by the creator and is considered a solid stock already in the portfolio.
Zscaler is a buy due to a 61% discount to its 5-year average valuation and strong growth in key cybersecurity segments.
Nvidia is a top pick due to strong revenue growth and a favorable price-to-sales valuation after a recent pullback.
CrowdStrike is a buy as a cybersecurity leader whose stock is now attractively priced after a market sell-off.
Palo Alto Networks is a buy due to its strong position in cybersecurity, a critical and non-discretionary tech spend.
Microsoft is a buy as a leading software company that can adapt to AI trends and benefit from cybersecurity demand.