Let's Talk Money! with Joseph Hogue, CFA on Oct 21, 2026: NET, SNOW, PLTR

LLet's Talk Money! with Joseph Hogue, CFANENETBUYL-term · Long-term · Leaning

With any kind of AI crash I expect Cloudflare to come down more, but it's going to ramp right back up as the company manages that agent flow for its customers.

LLet's Talk Money! with Joseph Hogue, CFASNSNOWBUYL-term · Long-term · Explicit

Snowflake is one of my favorite growth stories, already playing out with revenue expected up 35% this year, and I have no survivability worries on it.

LLet's Talk Money! with Joseph Hogue, CFAPLPLTRBUYL-term · Long-term · Conditional

So, I'd like to see this one come down to around 160 or even $150 a share before jumping in too much. It's still a little too expensive for me to load up on, but it is getting closer.

LLet's Talk Money! with Joseph Hogue, CFAPAPATHBUYL-term · Long-term · Explicit

UiPath is on the cusp of AI use in business, and now is the time to buy before the revenue growth accelerates.