VOO is a sell because the creator believes concentrated stock picks can outperform the ETF from here.
Source Post
10 Must Buy Stocks that Beat the VOO
Let's Talk Money! with Joseph Hogue, CFAMar 20, 2026
The creator explains why he sold part of his VOO position and lists a group of stocks he believes can outperform the index, with emphasis on AI infrastructure, cybersecurity, energy, and healthcare.
Linked Mentions
Tickers discussed in this post
Williams is a buy because the creator likes pipeline cash flow and dividend support.
AbbVie is a buy because it adds defensive healthcare exposure with strong profitability and recurring demand.
CrowdStrike is a buy because AI is expanding cyber risk and supporting more demand for security software.
Super Micro is a buy because the creator sees it as a leader in AI servers after a sharp pullback.
CBOE is a buy because the exchange business has durable market infrastructure and long-term compounding potential.
NRG is a buy because the creator sees electricity demand and AI infrastructure as major tailwinds.