Let's Talk Money! with Joseph Hogue, CFA

🤑 Hmmm... and lot of people didn't want to watch a video about just ONE stock when I recommended Reddit (RDDT) on August 3rd. Now up 26% in just 10 days! 💰💲💸
Hope you got in!

2 weeks ago | [YT] | 12

Let's Talk Money! with Joseph Hogue, CFA

📉 Has the Magnificent 7 become the Lag 7?

This may be bigger than you know! 🔍 One of the biggest investing stories of 2026 has been the rotation away from mega-cap tech. The Defiance Large Cap ex-Mag 7 ETF, so large companies minus the Mag 7 names [graph below], is up 14% year-to-date while the Roundhill Magnificent 7 ETF is down 5%. That's a massive gap—and a reminder that even great companies don't outperform forever. Investors are increasingly asking whether hundreds of billions in AI spending will generate enough returns to justify today's valuations, while money rotates into AI infrastructure, semiconductors, and other technology themes. A big part of the story here is soaring costs for data center components like memory chips [Micron's gain is Amazon's Pain]!

The Mag 7, one by one:
• Google (+13%) – Search concerns haven't disappeared, but Cloud and AI continue to strengthen the long-term story. Mostly a short-term sentiment issue and I still think the Waymo investment becomes a lottery ticket someday.
• Nvidia (+6%) – Still growing, but expectations became almost impossible to beat. Investors are demanding proof that AI spending remains sustainable. This may be the best upside case still as its GPUs still dominate data center buildouts.
• Apple (+5%) – A stable cash-flow machine, but slower innovation and AI questions have capped enthusiasm. Component costs, especially memory are eating into profitability which has always been Apple's strength.
• Amazon (+3%) – Strong cloud and advertising businesses, but heavy AI investment has investors waiting for higher profitability. Love Amazon but investors will have to see that cloud revenue become worth the spending before this one returns.
• Tesla (-7%) – EV competition and execution remain near-term headwinds, though autonomy could still reshape the long-term thesis. Is Musk too destracted now with SpaceX? - tell me what you think in the comments.
• Meta (-15%) – Advertising remains healthy, but investors are questioning whether massive AI and Reality Labs spending will produce adequate returns.
• Microsoft (-23%) – Perhaps the biggest surprise. The business remains exceptional, but after years of leadership, expectations simply became too high while investors reassess the payoff from enormous AI capital spending. It's really software here, does AI replace a lot of the core revenue for MSFT?

💡 My takeaway? I wouldn't abandon the Magnificent 7. These remain world-class businesses that will likely be core holdings for many long-term investors. But markets evolve. Leadership rotates. That's why portfolios also need exposure to the next growth themes rather than relying on yesterday's winners alone.

🎥 Tomorrow I'll break down 7 thematic ETFs that have beaten the market by 72% over the last year—and why they may deserve a place alongside, not instead of, the Mag 7. These are the major growth themes and give you exposure to the next trends in the market!

👇 Which Magnificent 7 stock are you most bullish on for the next 5 years... and which one worries you the most?

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2 months ago | [YT] | 56

Let's Talk Money! with Joseph Hogue, CFA

🔥 Super important chart for SpaceX (SPCX) investors showing the timeline for lockup - when insiders and early investors are allowed to sell their shares into the market. This was more than 95% of SpaceX pre-IPO shares, representing roughly 7.8 billion shares. Obviously not all of these are going to flood the market when the lockup expires (Musk holds 4.8 billion shares and isn't likely to sell) and the lockup schedule is spread across more than 180 days... BUT it still represents a potential wave of selling that could hit the share price.

🚀 On the flip-side, we're seeing upwards of $15 billion in buying in this first month as hedge funds and ETFs buy the stock to track their index. With immediate inclusion into the CRSP, Russell and Nasdaq indexes... if these ETFs don't buy SpaceX, they run the risk of underperforming their index (which can get a manager fired faster than anything).

📉 For long-term investors, doesn't really matter. Just expect some ups and downs as insiders and pre-IPO are allowed to sell their shares over next six months. IF YOU GET NERVOUS about a drop though, be aware of these dates. With the stock doing so well, we're likely to see that 10% conditional tranche of shares unlocked as well (these are unlocked to sell if the stock closes at least 30% above the IPO price - so above $175 per share, for 5 of the 10 trading days ending on the Q2 earnings release date.

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2 months ago | [YT] | 70

Let's Talk Money! with Joseph Hogue, CFA

💰 366% Return in 2 Weeks! Where are the trolls that said CPB was dead money when I recommended it two weeks ago? Stock is now up 13% beating the S&P 500 by 15% and the options strategy I recommended using (June12 $22 calls minus $23 calls for $0.18) is now at a 366% return just hours before closing out!

🔥 If you are not using options to leverage your returns, protect your money and create income - you're missing out on one of your best tools as an investor! Still 9 hours left in relaunch discount, save $150 off the Ultimate Options Course. Get everything you need to get started plus 14-day money back trial - this course will pay for itself! mystockmarketbasics.com/optionsave150

Check out the video where I recommended Campbell's and the option trade or check out Dan's email, a long-time citizen of the BOW TIE NATION that made over $27,000 on CPB in less than two weeks! https://youtu.be/sAPcwIN1eS0

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2 months ago | [YT] | 102

Let's Talk Money! with Joseph Hogue, CFA

BOW TIE NATION LIVE!!!!
When do you want to do livestreams? Thinking once a week to do news and stocks I'm watching and answering questions.
👉 What day and time (eastern time zone) works best for you on livestreams? Let me know in comments.

3 months ago | [YT] | 43

Let's Talk Money! with Joseph Hogue, CFA

One of my favorite channels! Talking to ‪@MarketBeatMedia‬ about catching a falling knife investors stocks and what to do instead along with 5 stocks beating the trend in their industries! Check it out!

4 months ago | [YT] | 11

Let's Talk Money! with Joseph Hogue, CFA

BOW TIE NATION! I need your input! Thinking about posting videos later in the day (right now 9am on Monday, 1145am eastern Wed and Fri). Have seen other investing channels going later and want to know when you watch YouTube. Let me know when you watch and what time I should post... bonus question (answer in comments) should I post a video on the weekend?
⚠️ Heads up, gonna be posting Friday 2/20 video later @345pm eastern so be watching for that!

6 months ago | [YT] | 42

Let's Talk Money! with Joseph Hogue, CFA

🚨🎉Answering your investing questions! I'm teaming up with ‪@BusinessWithBrian‬
and will be selecting a couple of your questions to answer in a video on his channel within the next week or so!




We will be talking about investing, personal finance, and more.



Drop your question in the comment section below!💰📈

7 months ago | [YT] | 246

Let's Talk Money! with Joseph Hogue, CFA

🤔Help me out Bow Tie Nation! Do you want to see more of the type of video published today (and linked below)? I'm covering 3-5 news articles that catch my attention and the stocks you should buy on each. Check out the video and let me know if you like the format or want something else.


https://youtu.be/aYIdj6NOGqU

7 months ago | [YT] | 57

Let's Talk Money! with Joseph Hogue, CFA

💵 If you didn't watch our weekly Stock Market Update at least halfway through last Monday, you would have missed a 12% boom in shares of LULU today. Back with a new update and stocks to watch every Monday 9am est before the market opens!

8 months ago | [YT] | 16