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Opinion AlphaPUBLIC VIEW RESEARCH

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Let's Talk Money! with Joseph Hogue, CFA on Nov 8, 2026: MU, BE, PLTR

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8
Influencers
1
Stock calls
8
Bullish / bearish
7 / 1
Let's Talk Money! with Joseph Hogue, CFA on Nov 8, 2026: MU, BE, PLTR

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  1. Let's Talk Money! with Joseph Hogue, CFAMU
    Micron is still very inexpensive on a growth-adjusted basis, so it's Definitely one I would be picking up on the drop.
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  2. Let's Talk Money! with Joseph Hogue, CFABE
    Even with the highest expected growth, Bloom is among the least expensive, so I'd definitely be looking at Bloom Energy, picking that up on the dip here.
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  3. Let's Talk Money! with Joseph Hogue, CFAPLTR
    Palantir is actually very attractively priced at 1.7 times, so I think I would be picking it up along with shares of ServiceNow.
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  4. Let's Talk Money! with Joseph Hogue, CFAANET
    Arista is the most expensive here at 1.4 times growth-adjusted earnings, so I'd probably pull back a little bit after that strong earnings report.
    Source