Microsoft is mentioned as one of the four major hyperscalers increasing their AI compute power CapEx, contributing to the overall AI spending trend.
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BUY HEAVY! The AI Bubble Just Popped
Let's Talk Money! with Joseph Hogue, CFAApr 15, 2026
The creator argues that the AI bubble has already popped, presenting a buying opportunity for undervalued stocks. He highlights Nvidia, AppLovin, Zscaler, Oracle, Broadcom, CrowdStrike, Micron Technology, and Super Micro Computer as examples, detailing their current valuations, growth prospects, and historical averages. The creator also discusses the impact of macroeconomic factors like interest rates and inflation on the stock market, suggesting a continued bull market despite short-term volatility.
Linked Mentions
Tickers discussed in this post
Meta is mentioned as one of the four major hyperscalers increasing their AI compute power CapEx, contributing to the overall AI spending trend.
Amazon is mentioned as an AI darling that is only down 12-20% from its peak, with earnings expected to run higher, suggesting its valuation has come down.
Alphabet's research on AI model memory reduction is mentioned as a factor affecting Micron, but the creator advises putting it in perspective as research that will take time to implement.
Okta is mentioned as a cybersecurity stock that is a buy opportunity, with the creator actively buying more of these types of stocks.
Fortinet is mentioned as a cybersecurity stock that is a buy opportunity, with the creator actively buying more of these types of stocks.
Palo Alto Networks is mentioned as a cybersecurity stock that is a buy opportunity, with the creator actively buying more of these types of stocks.
CrowdStrike Holdings is a buy, as the market is realizing AI is a massive opportunity for cybersecurity companies, not a risk, and the stock is among those the creator is actively buying more of.
Broadcom, an AI stock, is a buy opportunity with shares down 24% from its peak, strong continued growth, and a fair value estimate suggesting significant upside.
Oracle is a buy opportunity, down 58% from its peak, as fears about its cloud build-out and AI revenue are overblown, with strong earnings potential and a fair value significantly higher.
Zscaler, a cybersecurity stock, is a buy opportunity after a significant drop, as AI is expected to boost its revenue and earnings, making it undervalued on a price-to-sales basis.
AppLovin is a potential buy, down 48% from its peak, with strong expected revenue and earnings growth and a significant discount to its previous year's trading multiples.
Super Micro Computer is a buy despite management issues, as it makes key AI-enabled servers and is expected to see significant sales and earnings growth at a low valuation.
Micron Technology is a buy opportunity due to its recent pullback, attractive valuation, and critical role in the AI build-out, with strong expected revenue and earnings growth.
Nvidia is presented as a buy opportunity due to its significant price drop from its peak, making it undervalued relative to its historical valuation and strong expected earnings growth.