Let's Talk Money! with Joseph Hogue, CFA on Nov 1, 2026: SMCI, FTNT, NOW

LLet's Talk Money! with Joseph Hogue, CFASMSMCIBUYM-term · Medium-term · Leaning

If this AI stock selloff doesn't become a bear market, I think it's clear that we get even higher than that, maybe 45 or $50 over the next year.

LLet's Talk Money! with Joseph Hogue, CFAFTFTNTBUYM-term · Medium-term · Explicit

For this kind of growth and that longer-term AI cyber security story, I think you can start accumulating shares at this point. I wouldn't wait too long to start adding to it.

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

Even a rebound to 40 times that $4 in earnings would be a $160 stock, 52% upside. I think the stock goes a lot further than that over the next 3 to 5 years as it builds out that agentic use case.

LLet's Talk Money! with Joseph Hogue, CFAANANETBUYM-term · Medium-term · Conditional

The growth will continue to be there, and I'd be buying if we see anything closer to $150 a share. I'd probably avoid it going into earnings.