Nvidia is expected to have another 2 years of very high growth due to massive AI spending, despite AI bubble concerns, and is considered undervalued given its growth rate.
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The Stock Market is Going Up AGAIN - Is Now the Time to Buy?
Dividend DataApr 8, 2026
The creator discusses the recent market rally driven by a ceasefire between the US and Iran, noting that while the broader market is up, energy stocks are down due to falling oil prices. He expresses a long-term bullish outlook on high-quality growth stocks like Microsoft, Alphabet, Meta, Amazon, and Nvidia, and sees opportunities to add to positions in midstream energy companies like Hess Midstream (HESM) and MPLX on any further sell-offs.
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Tickers discussed in this post
Amazon is expected to do very well due to its dominant business, fast-growing earnings, and its role as a major provider of AI infrastructure through AWS.
Meta Platforms is considered a dominant big tech company trading at an attractive valuation, with fast growth making it a stock the creator likes.
Alphabet (Google) is recommended for its accelerating earnings growth, dominant Google Search business, fast-growing Google Cloud, and leading position in AI.
Microsoft is a top pick due to its high earnings growth, attractive valuation (historically low P/E), strong cash cow businesses (Microsoft 365, Azure), and significant AI potential.
MPLX is another midstream energy stock the creator wants to buy more of, citing its high dividend yield and growth, and its resilience to low oil prices.
Hess Midstream (HESM) is a favored midstream energy stock with a high dividend yield and growth, shielded from commodity prices, and the creator wants to add to his position.
Exxon Mobil is mentioned as an example of a major oil producer that is currently overpriced unless oil prices remain high long-term, and the creator has not bought it recently.