Höre Hypergrowth Investing

Folks, you've made it to the FINAL (for now) episode of Hypergrowth Investing ... and it's a bitter sweet moment. Sweet because the markets are up; bitter because we have to leave you fine folks. But there are still places you can go to get Luke's whip-smart research! Including: Innovation Investor: https://orders.investorplace.com/?cid=MKT639809&eid=MKT735625 Breakout Trader: https://orders.investorplace.com/?cid=MKT709533&eid=MKT735630 Early Stage Investor: https://orders.investorplace.com/?cid=MKT719397&eid=MKT735632 Crypto Investor: https://orders.investorplace.com/?cid=MKT607059&eid=MKT735627 Ultimate Crypto: https://orders.investorplace.com/?cid=MKT645975&eid=MKT735626 Daily 10X: https://orders.investorplace.com/?cid=MKT628774&eid=MKT735628 We hope you enjoy this final episode. And maybe we'll hear from you again in one of our premium services. Until then, thanks for watching and happy investing! 📍Timestamps📍 00:00:00 - Intro 00:02:45 - Fan Love 00:04:04 - How the Fed Killed Inflation 00:14:44 - Crypto Plays 2023 and Beyond 00:20:45 - The Metaverse is not Next 00:22:37 - EVs are the Future 00:27:37 - Fan Love 00:28:45 - Innovation Investor 00:35:11 - Breakout Trader 00:40:35 - Early Stage Investor 00:41:28 - Crypto Investor & Ultimate Crypto 00:44:10 - Daily 10X 00:49:40 - Fan Love 00:50:14 - Thank You HGI Investors 🎧Listen to the Podcast🎧 ➡️Spotify: https://open.spotify.com/show/3iC4uu3Qq49SSyrpwrp3KA ➡️Apple: https://podcasts.apple.com/us/podcast/hypergrowth-investing/id1605192953 ➡️Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXN0ZWQudXMvNzEvSHlwZXJncm93dGgtSW52ZXN0aW5nLTgwN2ViZTdmL2ZlZWQ 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1

Welcome to the Hypergrowth Investing podcast, where we discuss the latest news and trends in the stock market! After you digest this week's podcast, be sure to download our FREE research report on the 5 Hypergrowth Stocks to Buy in 2023: https://signup.investorplace.com/?cid=MKT694229&eid=MKT732247 In this episode, Luke gets candid (while standing) about the following topics: Earning Season We analyze the earnings reports of some of the biggest companies in the market, such as Netflix and Tesla. Bottom line: earnings over the next couple of weeks will make us or break us. For Netflix, the thing to keep in mind is its password crackdown. And, while everyone's cutting costs, Tesla's cutting prices. So no wonder its margins got hit! Hear more of Luke's take and how he thinks markets will react to earnings in the podcast. Industry Rapid Fire Okay, showtime! Luke goes down the line here, giving his quick take on some of the hottest EV stocks in the market, such as Lucid Motors, Rivian and Fisker. How do they compare to the industry leader, Tesla? Next, Luke talks clean energy stocks. What's their outlook and their challenges in Q2? We also give our quick take on some of the major oil and gas stocks, the most popular consumer stocks in the market, some of the dominant advertising stocks, the top enterprise software stocks, the key semiconductor stocks, leading e-commerce stocks, travel stocks, China stocks, notable emerging market stocks, and sports betting stocks. Last but far from least, Luke will answer the most pressing fan questions you've submitted over the past week. Was your question answered? Tune in to find out! 📍Timestamps📍 00:00:00 - Intro 00:03:24: Earning Season Continues 00:17:31: How will the Market React to Earnings? 00:26:36: Industry Rapid Fire: Electric Vehicle Stocks 00:31:33: Industry Rapid Fire: Clean Energy Stocks 00:32:04: Industry Rapid Fire: Oil and Gas Stocks 00:36:17: Industry Rapid Fire: Consumer Defensive and Staple Stocks 00:37:14: Industry Rapid Fire: Consumer Discretionary Stocks 00:39:18: Industry Rapid Fire: Advertising Stocks 00:41:42: Industry Rapid Fire: Enterprise Software Stocks 00:42:43: Industry Rapid Fire: Semiconductor Stocks 00:43:56: Industry Rapid Fire: E-Commerce Stocks 00:44:40: Industry Rapid Fire: Travel Stocks 00:45:32: Industry Rapid Fire: China Stocks 00:46:11: Industry Rapid Fire: Emerging Market Stocks 00:46:40: Industry Rapid Fire: Sports Betting Stocks 00:48:10: Fan Questions 00:52:47: Closing Thoughts 🎧Listen to the Podcast🎧 ➡️Spotify: https://open.spotify.com/show/3iC4uu3Qq49SSyrpwrp3KA ➡️Apple: https://podcasts.apple.com/us/podcast/hypergrowth-investing/id1605192953 ➡️Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXN0ZWQudXMvNzEvSHlwZXJncm93dGgtSW52ZXN0aW5nLTgwN2ViZTdmL2ZlZWQ 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1

Welcome to another week of Hypergrowth Investing, folks! With earnings season underway, we’re laser-focused on companies’ first-quarter results and what that means for stocks going forward. In fact, you can find out more in our FREE research report: https://signup.investorplace.com/?cid=MKT694229&eid=MKT732247 As we’ve mentioned previously, in the first three months of this year, both the labor market and consumer spending were quite resilient. And those two factors should support strong revenues in the first quarter of 2023. Consequently, we think we’re going to see a lot of revenue beats this earnings season. At the same time, we’ve seen a lot of companies announce layoffs, shelve certain projects, and implement various other cost-cutting measures to shore up their spending. And those developments should support better-than-expected margins this quarter. Better-than-expected revenues + better-than-expected margins = better-than-expected earnings. So, if we’re likely to see pretty robust Q1 earnings, the real question is, what will the guidance look like for Q2 and FY23? Right now, analyst estimates are stabilizing around $218 per share for the S&P 500 for 2023 and $240 per share for the S&P for 2024. Will those numbers rise or fall? That’s what will determine the short-term trajectory for stocks. We’re optimistic that earnings will help to push EPS higher, creating a path for stocks to do the same. And with more soft inflation data and a Fed pause on deck, stocks have the potential to reach new cycle highs into the summer. Get ready for a rally! 📍Timestamps📍 00:00 - Intro 02:31 - Macro Focus 13:29 - Earnings Season 18:35 - Sectors to Watch 19:57 - Market Breadth 25:42 - Coppock Curve 32:20 - EV Titans Fall 39:42 - Fluence Stock 41:43 - The End of At-Home Fitness? 46:26 - Housing Rebound 48:02 - Stoned Ape Theory 52:37 - Invest in India? 54:44 - Fan Questions 56:41 - Closing Thoughts 🎧Listen to the Podcast🎧 ➡️Spotify: https://open.spotify.com/show/3iC4uu3Qq49SSyrpwrp3KA ➡️Apple: https://podcasts.apple.com/us/podcast/hypergrowth-investing/id1605192953 ➡️Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXN0ZWQudXMvNzEvSHlwZXJncm93dGgtSW52ZXN0aW5nLTgwN2ViZTdmL2ZlZWQ 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1

It’s that time again, folks. Another thrilling earnings season is nearly upon us! We’ll soon find out how companies have crushed it in the first quarter of 2023. And Luke has some bold predictions for these upcoming earnings reports. He thinks earnings will blow past expectations, mostly thanks to the smart cost-cutting strategies companies have implemented over the past few months. While the economy was struggling at the start of the year, business leaders didn’t sit back and wait. They took action and revamped their budgets to cope with the uncertain environment. Now revenues are looking solid, but Wall Street is still pessimistic about earnings because of shrinking margins. But Luke’s not buying it. He believes profit margins will bounce back in 2023 as inflationary pressures ease. And as companies continue to reduce their expenses and optimize operations, they will unlock positive operating expense (opex) leverage, which will likely lead to robust operating margin expansion in 2023. That's why Luke anticipates some impressive upside surprises in this earnings season. And stocks should soar as a result. If you’re new to the Hypergrowth Investing podcast, we publish weekly on Wednesday at 5 p.m. Eastern. Featuring Aaron Davis, Luke Lango deftly talks topics such as “What Went Wrong at Silicon Valley Bank” and “Why SoFi Stock Is Melting Up Amid the Banking Meltdown.” Our podcast’s 25,000 subscribers have said Luke has “impressive perception,” is “very good at what [he] does,” and is “[the] best out there.” Check it out for yourself and drop us a line in the comment section below! 📍Timestamps📍 00:00:00 - Intro 00:02:22 - Goldilocks Jobs Report 00:09:38 - Reinflation Pressure 00:14:25 - Banking Crisis Update 00:16:19 - Fed Pivot 00:22:03 - Earnings Predictions 00:26:48 - Housing Stocks 00:32:25 - EVs Go Mainstream 00:37:48 - Symbotic Stock 00:47:11 - Crypto Check-In 00:50:21 - Fan Questions 🎧Listen to the Podcast🎧 ➡️Spotify: https://open.spotify.com/show/3iC4uu3Qq49SSyrpwrp3KA ➡️Apple: https://podcasts.apple.com/us/podcast/hypergrowth-investing/id1605192953 ➡️Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXN0ZWQudXMvNzEvSHlwZXJncm93dGgtSW52ZXN0aW5nLTgwN2ViZTdmL2ZlZWQ 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1

After analyzing this latest round of employment data, it’s clear to see that the labor market is substantially weakening. February job openings crashed. Layoffs are continuing to pile up. Jobless claims in the most economically sensitive states are on the rise – and usually, jobless claim spikes in these states precede nationwide claim spikes. At this point, the labor market is obviously deteriorating. However, it’s not yet dying. And that offers a “sweet spot” – a narrow window for the Fed to guide the economy to a soft landing. Adding to our conviction is the fact that financial stress is also high right now. Treasury yields are plunging, indicating that bond investors are preparing for the financial markets to get tight. Credit and yield spreads are widening, and bank lending volume is collapsing. Plus, on Tuesday, JPMorgan (JPM) CEO Jamie Dimon said that the banking crisis is not over yet – and that’s from someone who endured the 2008 financial crisis, so we’re inclined to heed this warning. Given these macro developments, the Fed has ample reason to smash the pause button on its rate-hike campaign. Indeed, the Reserve Bank of Australia just paused, as did the Bank of Canada. Whenever those central banks pause, the U.S. Federal Reserve does, too. And historically speaking, after a Fed pause, stocks take off like a rocket. So, what does Luke like right now ahead of that incoming mega rally? Hydrogen, EVs, and Big Tech. Top Industries to Invest In: Hydrogen Stocks Now, the hydrogen market has struggled lately, putting a hurting on one of our favorite companies – Plug Power (PLUG). And that’s because this market is developing much more slowly than most anticipated. Despite this, the space is still growing quickly, and electrolyzer shipments are expected to double or triple here in 2023. Nothing about the bull case has changed. The world is still moving to replace natural gas with hydrogen power. And legislation continues to develop, helping to accelerate this shift. Further, Big Oil is moving into the hydrogen space. There’s tons of demand for this fuel in Europe. And by summer, production tax credits for green hydrogen will come into focus – the first of its kind here in the U.S. The long-term demand for hydrogen power is extremely robust, so hydrogen is a great play if you can afford to hold on for the long haul. Top Industries to Invest In: EV Stocks Like hydrogen, electric vehicle (EV) stocks continue to struggle. While Tesla (TSLA), Rivian (RIVN), Nio (NIO), XPeng (XPEV), and others released positive updates, their stocks dropped in response. We think this weird price action is a result of reemerging recession fears. After all, the auto market is not recession-resilient. Who knows how EVs will sell if the economy slows and interest rates remain high – especially because electric vehicles are expensive. But for us, this short-term risk doesn’t matter; we’re long EVs. Rivian, Fisker (FSR), and Lucid (LCID) will sell every car they make. They’ve all got reservation backlogs, so demand is a non-issue. And each has a unique value proposition that could help them to become leaders in this industry. If you’re in EVs for the long term, this seems like a fantastic buying opportunity. Top Industries to Invest In: Big Tech Stocks And Big Tech as a safety-net trade has definitely continued. The Nasdaq is showing alpha every single day. And now, the Nasdaq-100 has officially entered a new bull market after rallying 20% off its December lows. Names like Apple (AAPL), Meta (META), Nvidia (NVDA), and Alphabet (GOOG, GOOGL) are leading these rallies. And these stocks are fairly recession-resilient – we’ll still all use Google, scroll on Facebook and Instagram, and watch Netflix during a recession. Plus, they’ll all benefit from lower Treasury yields. We think this dynamic will work for the foreseeable future. 📍Timestamps📍 00:03:18 - Oil to $100? 00:14:54 - Economic Triumvirate 00:21:12 - The Housing Market Is Back 00:27:21 - The TikTok Ban Is Happening 00:35:22 - What's Going On With Hydrogen? 00:40:09 - What's Going On With EVs? 00:44:24 - Safety in Big Tech 00:53:04 - Why Symbotic Is on Fire 01:03:15 - Fan Questions 01:05:02 - Closing Thoughts 🎧Listen to the Podcast🎧 ➡️Spotify: https://open.spotify.com/show/3iC4uu3Qq49SSyrpwrp3KA ➡️Apple: https://podcasts.apple.com/us/podcast/hypergrowth-investing/id1605192953 ➡️Google: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5jYXN0ZWQudXMvNzEvSHlwZXJncm93dGgtSW52ZXN0aW5nLTgwN2ViZTdmL2ZlZWQ 💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1