Joseph Hogue

Decoding the Fed, hunting Alpha in US equities. Trading isn't gambling it's a game of probabilities.

[Joseph Hogue @JosephHogue_]

🚨 JUST IN: Hundreds of $NVDA employees are reportedly demanding that the board of directors resign over the ousting of Founder and CEO @JensenHuang.

Employees are also threatening to leave for $SPCX and join Elon Musk's Terafab initiative, following Jensen's leadership and teaming up with Elon.

Could this be the beginning of a major talent exodus from NVIDIA?

[Joseph Hogue @JosephHogue_]

Some $NVDA employees are calling for Jensen Huang to return, with an internal post reportedly drawing over 1,600 comments, including calls to give him a “second chance.”

Turns out, making your employees millionaires can earn you a lot of loyalty.

[Joseph Hogue @JosephHogue_]

$TSLA | A global EV leader expanding into autonomous technology. Tesla deployed 13.7 GWh of energy storage and added Cybercab to its Austin Robotaxi fleet, advancing its autonomous mobility ambitions. I believe this is the main catalyst right now.

$NBIS | One of the fastest-growing AI cloud infrastructure companies. Q3 2026 revenue skyrocketed 571% YoY to $980.8M.

$AXTI | A critical supplier of indium phosphide semiconductor substrates used in optical transceivers and high-speed AI data center connectivity.

$CRDO | A leading provider of high-speed connectivity solutions for AI data centers. Fiscal Q1 2027 revenue surged 115% YoY. Management guided for $535M in revenue next quarter, supported by growing hyperscaler demand.

$U | A leading game development platform aggressively expanding into AI-powered advertising and monetization. Q3 2026 revenue climbed 32% YoY to $622M.

$CBRS | Cerebras Systems is building one of the fastest AI inference platforms. Q3 2026 revenue grew 55% YoY to $210.8M. The company now has 700 MW of data center capacity under contract, positioning it for significant AI infrastructure expansion.

$AEHR | A semiconductor testing equipment specialist benefiting from growing demand for silicon photonics.

$VST | One of America's largest competitive power producers. Q3 2026 adjusted EBITDA surged more than 50% YoY to $2.38B, supported by stronger power prices. Management expects $7.7B–$8.5B in adjusted EBITDA for 2027.

$SPCX | SpaceX is expanding beyond rockets and Starlink into AI infrastructure and computing. Q3 2026 revenue surged 161% YoY.

[Joseph Hogue @JosephHogue_]

YOU MIGHT NEVER SEE THESE PRICES AGAIN.

If you're under 45, this market selloff could be a once-in-a-decade opportunity to buy these 10 stocks at massive discounts.

1. $COHR | A global leader in photonics powering next-generation AI data centers. Fiscal Q1 2027 revenue surged 50%.

[Joseph Hogue @JosephHogue_]

6 STOCKS THAT COULD DO WELL AFTER THE BLUE WAVE 🌊

🧵 Democrats love clean, carbon-free energy — and these companies benefit from it 👇

1/ $BE - Bloom Energy
🔹 Data-center power in ~90 days, Oracle and AEP buying in GW blocks, and a Dem admin protects the 30% tax credit

[Joseph Hogue @JosephHogue_]

2/ $ENPH - Enphase Energy
🔹The residential solar tax credit comes back, and rooftop demand follows the credit.

3/ $CEG - Constellation Energy
🔹 Nuclear is the only 24/7 carbon-free power, and a Dem admin favors carbon-free energy.

4/ $CCJ - Cameco Corporation
🔹A nuclear buildout needs uranium, and Washington is cutting off Russian supply.

5/ $NEE - NextEra Energy
🔹Tax credits restored and permitting sped up the biggest clean-energy pipeline benefits most.

6/ $LEU - Centrus Energy
🔹Washington is paying to rebuild US enrichment, and
$LEU is the only company selling HALEU.

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[Joseph Hogue @JosephHogue_]

2/ $ENPH - Enphase Energy
🔹The residential solar tax credit comes back, and rooftop demand follows the credit.

3/ $CEG - Constellation Energy
🔹 Nuclear is the only 24/7 carbon-free power, and a Dem admin favors carbon-free energy.

4/ $CCJ - Cameco Corporation
🔹A nuclear buildout needs uranium, and Washington is cutting off Russian supply.

5/ $NEE - NextEra Energy
🔹Tax credits restored and permitting sped up the biggest clean-energy pipeline benefits most.

6/ $LEU - Centrus Energy
🔹Washington is paying to rebuild US enrichment, and
$LEU is the only company selling HALEU.

If this helps you, like + follow + share.

Next alert dropping soon!

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[Joseph Hogue @JosephHogue_]

6 STOCKS THAT COULD DO WELL AFTER THE BLUE WAVE 🌊

🧵 Democrats love clean, carbon-free energy — and these companies benefit from it 👇

1/ $BE - Bloom Energy
🔹 Data-center power in ~90 days, Oracle and AEP buying in GW blocks, and a Dem admin protects the 30% tax credit

[Joseph Hogue @JosephHogue_]

Here are the 8 AI stocks:

1. $NBIS
2. $IREN
3. $CRWV
4. $CRDO
5. $AAOI
6. $COHR
7. $NVDA
8. $MOD

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[Joseph Hogue @JosephHogue_]

I don't give a F*CK if you have $1,000, $10,000, or even $100,000 in your portfolio. AI stocks are going to create generational WEALTH for many people over the next few years.

Here are 8 AI stocks that are DISGUSTINGLY cheap:

1) $NVDA

[Joseph Hogue @JosephHogue_]

For reference, some of my previous calls:

$NAUT at $1 → +230%
$ASST at $13 → +175%
$SDGR at $19 → +80%
$LLY at $1,000 → +45%

Many will wish they had followed sooner.

[Joseph Hogue @JosephHogue_]

2. $NOW: -55%. The software big companies run their workflows on!

3. $GOOGL: -29%. Search, YouTube, Cloud and Gemini!

4. $META: -21%. Facebook, Instagram and WhatsApp!

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[Joseph Hogue @JosephHogue_]

You missed Nvidia when it fell 66% in 2022.

You missed Microsoft when it fell 64% in 2000.

Don't miss these 4!

$NFLX : -50%. The streaming giant.

[Joseph Hogue @JosephHogue_]

$NVDA(NVIDIA) — BUY at $155–$160. The bad news has been fully priced in. It's time to buy.

$AMD(Advanced Micro Devices) — Strong AI growth, but don't chase after the recent rally.

$TSLA(Tesla) — Huge long-term potential, but valuation remains a concern. Don't buy for now.

$AVGO(Broadcom) — Buy at $325–$335

$QCOM(Qualcomm) — Buy at $165–$170

$MRVL(Marvell Technology) — Buy at $154–$160

$ANET(Arista Networks) — Buy at $186–$191

$TSM(Taiwan Semiconductor) — Buy at $390–$402

$MU(Micron Technology) — Don't chase after the recent rally If this helps you, like + follow + share.

[Joseph Hogue @JosephHogue_]

This is the advice I gave on November 12:

$NVDA (Nvidia) — All the negative news has been fully priced in; now is a good time to buy.

[Joseph Hogue @JosephHogue_]

$NVDA(NVIDIA) — BUY at $155–$160. The bad news has been fully priced in. It's time to buy.

$AMD(Advanced Micro Devices) — Strong AI growth, but don't chase after the recent rally.

$TSLA(Tesla) — Huge long-term potential, but valuation remains a concern. Don't buy for now.

$AVGO(Broadcom) — Buy at $325–$335

$QCOM(Qualcomm) — Buy at $165–$170

$MRVL(Marvell Technology) — Buy at $154–$160

$ANET(Arista Networks) — Buy at $186–$191

$TSM(Taiwan Semiconductor) — Buy at $390–$402

$MU(Micron Technology) — Don't chase after the recent rally If this helps you, like + follow + share.

[Joseph Hogue @JosephHogue_]

This is the advice I gave on November 12:

$NVDA (Nvidia) — All the negative news has been fully priced in; now is a good time to buy.

[Joseph Hogue @JosephHogue_]

1. $VST | One of the largest U.S. power producers, benefiting from surging AI data center electricity demand. Q3 2026 revenue jumped 28% YoY to $6.35B.

2. $NBIS | AI cloud infrastructure provider building GPU powered data centers. Q2 revenue surged 454% YoY .

3. $CRWV | One of the fastest growing AI cloud providers. Q3 revenue surged 168% YoY.

4. $CIEN | Leading optical networking company benefiting from AI data center expansion. Q3 revenue jumped 37% YoY to $1.67B, while adjusted EPS surged 215%.

5. $ONDS | Growing autonomous defense and counter drone technology company. Q2 revenue surged more than 1,200% YoY.

6. $PENG | AI infrastructure company building and managing advanced GPU clusters. Q4 revenue surged 68% YoY to a record $567M.

7. $AVGO | AI semiconductor powerhouse supplying custom AI accelerators and networking chips. Q3 revenue surged 86% YoY to $29.6B.

8. $SPCX | Space infrastructure leader expanding Starlink, launch services, and AI computing. Q3 revenue surged 161% YoY to $14.6B.

9. $CRDO | AI connectivity leader supplying high speed interconnect solutions to hyperscalers. Q1 FY2027 revenue surged 115% YoY to $479M.

10. $AEHR | Semiconductor testing company benefiting from AI processors and silicon photonics.

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[Joseph Hogue @JosephHogue_]

We are getting closer to a market bottom.

The next rebound will be VIOLENT for these 10 stocks:

1. $VST

[Joseph Hogue @JosephHogue_]

1. Digi Power X ($DGXX) - $2.24

2. Uranium Energy ($UEC) - $7.62

3. Super Micro ($SMCI) - $28.60

4. CoreWeave ($CRWV) - $48.98

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[Joseph Hogue @JosephHogue_]

Amazon was $18 in 1997. Tesla was $35 in 2012. Both went up 100x times.

While everyone buys expensive tech stocks, there are 4 stocks <$50 that could hit similar returns.

Here's what they are:

1. Digi Power X ($DGXX) - $2.24