NRG Energy is a buy due to strong growth, capacity expansion for AI, and attractive valuation despite recent gains.
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Super Micro Computer (SMCI) This Needs to Be Said...
Let's Talk Money! with Joseph Hogue, CFAMar 22, 2026
The creator discusses Super Micro Computer (SMCI) which experienced a significant sell-off due to allegations of employees smuggling Nvidia chips to China. He also touches on seasonal stock market trends related to March Madness and the importance of emotional control in investing.
Linked Mentions
Tickers discussed in this post
Broadcom is mentioned as an example of a successful stock alongside SoFi and Symbotic.
Symbotic is presented as another successful high-risk, high-return stock that has more than doubled since 2024.
SoFi is highlighted as a past successful high-risk, high-return stock that has more than doubled since 2022.
Super Micro Computer is a sell due to employee misconduct involving illegal chip exports to China.