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=MKT735625Breakout Trader: https://orders.investorplace.com/?cid=MKT709533&eid=MKT735630Early Stage Investor: https://orders.investorplace.com/?cid=MKT719397&eid=MKT735632Crypto Investor: https://orders.investorplace.com/?cid=MKT607059&eid=MKT735627Ultimate Crypto: https://orders.investorplace.com/?cid=MKT645975&eid=MKT735626Daily 10X: https://orders.investorplace.com/?cid=MKT628774&eid=MKT735628We 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 - Intro00:02:45 - Fan Love00:04:04 - How the Fed Killed Inflation00:14:44 - Crypto Plays 2023 and Beyond00:20:45 - The Metaverse is not Next00:22:37 - EVs are the Future00:27:37 - Fan Love00:28:45 - Innovation Investor00:35:11 - Breakout Trader00:40:35 - Early Stage Investor00:41:28 - Crypto Investor & Ultimate Crypto00:44:10 - Daily 10X00:49:40 - Fan Love00:50:14 - 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 - Intro00:03:24: Earning Season Continues00:17:31: How will the Market React to Earnings?00:26:36: Industry Rapid Fire: Electric Vehicle Stocks00:31:33: Industry Rapid Fire: Clean Energy Stocks00:32:04: Industry Rapid Fire: Oil and Gas Stocks00:36:17: Industry Rapid Fire: Consumer Defensive and Staple Stocks00:37:14: Industry Rapid Fire: Consumer Discretionary Stocks00:39:18: Industry Rapid Fire: Advertising Stocks00:41:42: Industry Rapid Fire: Enterprise Software Stocks00:42:43: Industry Rapid Fire: Semiconductor Stocks00:43:56: Industry Rapid Fire: E-Commerce Stocks00:44:40: Industry Rapid Fire: Travel Stocks00:45:32: Industry Rapid Fire: China Stocks00:46:11: Industry Rapid Fire: Emerging Market Stocks00:46:40: Industry Rapid Fire: Sports Betting Stocks00:48:10: Fan Questions00:52:47: 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 - Intro02:31 - Macro Focus13:29 - Earnings Season18:35 - Sectors to Watch19:57 - Market Breadth25:42 - Coppock Curve32:20 - EV Titans Fall39:42 - Fluence Stock41:43 - The End of At-Home Fitness?46:26 - Housing Rebound48:02 - Stoned Ape Theory52:37 - Invest in India?54:44 - Fan Questions56:41 - 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 - Intro00:02:22 - Goldilocks Jobs Report00:09:38 - Reinflation Pressure00:14:25 - Banking Crisis Update00:16:19 - Fed Pivot00:22:03 - Earnings Predictions00:26:48 - Housing Stocks00:32:25 - EVs Go Mainstream00:37:48 - Symbotic Stock00:47:11 - Crypto Check-In00:50:21 - 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 StocksNow, 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 StocksLike 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 StocksAnd 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 Triumvirate00:21:12 - The Housing Market Is Back00:27:21 - The TikTok Ban Is Happening00:35:22 - What's Going On With Hydrogen?00:40:09 - What's Going On With EVs?00:44:24 - Safety in Big Tech00:53:04 - Why Symbotic Is on Fire01:03:15 - Fan Questions01:05:02 - 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

This week, we’re starting off with one of our all-time favorites – SoFi (SOFI). This company is not only surviving, but thriving in the midst of a banking crisis that has shaken the industry. If you’re not familiar with this name, SoFi is a fintech powerhouse that offers a wide range of financial products and services, from loans and investing to banking and insurance. It has a loyal customer base that uses its super app for all their financial needs. And unlike traditional banks, SoFi has no branches, no legacy systems, and no regulatory headaches.We’ve always called SoFi the “Amazon of Finance” because of its all-in-one super app. And it seems the parallels are getting stronger with this banking crisis. Amazon (AMZN) didn’t start its e-commerce takeover until the sector had a major crisis – the dot-com crash. When countless internet startups went bust, hoards of consumers migrated to Amazon.com. The company gained tons of market share and continued to grow responsibly as its competitors went bankrupt. And that’s kind of what we’re seeing with SoFi right now.And much like Amazon during the dot-com bubble, SoFi is well-positioned amid the turmoil in the banking sector. You’ve probably heard about the failures of Silicon Valley Bank and Signature Bank, the near-collapse of Credit Suisse (CS) and First Republic (FRC), and the massive deposit outflows from many other regional banks. These events have eroded consumer confidence and trust in the banking system, and have created an opportunity for SoFi to gain market share and grow its deposits.For its part, SoFi has seen no deposit outflow, and CEO Anthony Noto even said he expects deposit growth to be on par or better than it was last quarter. In fact, SoFi recently announced that it has increased its FDIC insurance coverage from $250,000 to $2 million per account – 8X higher than the national average. This move shows that SoFi is serious about protecting its customers’ money and providing them with peace of mind. And as a result, SOFI stock has been soaring, while most bank stocks have been tanking.While its competitors are struggling, SoFi is thriving in spite of the chaos. We expect that the company’s growth will accelerate because of the banking crisis. This is an “Amazon moment” for the upstart fintech – a chance to capitalize on a crisis and emerge as a dominant player in the financial industry. We expect SoFi to continue to innovate, expand, and deliver strong results in 2023 and beyond. That’s why we’re bullish on SOFI stock and we think you should be too.Thanks for watching Hypergrowth Investing. Don’t forget to like, subscribe, and hit the bell icon for more videos like this one. See you next time!📍Timestamps📍00:00:00 - Intro00:02:15 The Amazon of Finance00:05:42 Regional Bank Opportunities00:12:06 Fed Update00:16:39 Inflation Indicators00:24:11 Shift in 202300:29:02 What's Going On With EVs?00:33:39 Fan Questions00:38:06 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

In a rocky macro environment like the one we find ourselves in today, many are feeling the heat. 🟢Get Exclusive Access to Luke's top picks: https://signup.investorplace.com/?cid=MKT694229&eid=MKT719033As cracks start to form in the banking sector, investors are fleeing riskier assets to play defense instead.But despite the widespread fear and macro risks, there are still ways to make great money in the stock market this year. We’ve got our sights set on four promising sectors – our Big 4: housing, clean energy, self-driving, and enterprise software.Housing is top of mind right now because February’s home sales data was just released. And we’ve got one word to describe it – boom! Existing home sales were expected to rise about 5% month-over-month in February, and they popped 15% – three times what they were supposed to and the biggest jump in sales since July 2020, when we were climbing out of the COVID crash. And it’s all thanks to the decline in mortgage rates. We think those rates will keep rolling over as the Fed nears the end of its rate-hiking cycle. That should spark continued growth in the housing market. Indeed, housing stocks have been on fire lately. And we think they’ll sustain that strength for the rest of the year. Now, how about clean energy? It’s been on a bit of a downtrend. But we think now it’s time to buy the dip and get aggressive once again. President Biden OKed a proposed oil drilling project in Alaska, and that made folks anxious that the U.S. government isn’t as gung-ho on clean energy as they thought. But, in fact, we view this as a positive development. The government realized that clean energy still needs some help from oil and gas, and we expect this approval will give the entire energy sector a boost, clean energy included. Plus, while lots of clean energy funding was tied up in Silicon Valley Bank, there’s been a robust bidding war for those assets ever since the firm’s collapse. It seems this ship will right itself. And the sector’s recent selloff is offering a fantastic buying opportunity. Now onto self-driving stocks – it’s no surprise that we’re really bullish on self-driving for 2023. Baidu (BIDU) just announced the rollout of its self-driving robotaxi service Apollo Go in Beijing. That marks the third Chinese city it’s expanded this service to. Autonomous delivery services are up and running in Texas and California. Luminar (LAZR) just struck a huge deal with Mercedes-Benz (MBGAF). And Innoviz (INVZ) also announced its own major deal with Volkswagen (VWAGY). Indeed, there’s a ton of good momentum going in the self-driving industry. The sector’s major hurdle now is the cost to integrate high-quality tech into cars. But we believe the disinflation we’re seeing here in 2023 will help to push those input costs lower. And that should really help self-driving stocks to catch a bid this year. And finally, enterprise software – there are two main types in this stack. You’ve got revenue-boosting software and cost-cutting software; and we’re fans of the latter. The theme we’re seeing in recent earnings reports is that companies aren’t altogether killing their spending, but they are cautious. And in tougher macro environments where businesses are neither failing nor thriving, companies will continue to spend on things that boost efficiency, like cost-cutting software. And right now, enterprise software stocks are about as cheap as they’ve ever been. This is a really good play for 2023.📍Timestamps📍00:00 - Intro02:21 - Fed Day18:53 - The Ultimate Contrarian Buy Signal25:26 - Don't Be a "Rear-View" Investor31:03 - What Could Knock Me Off the Bull34:06 - The Big 4 of 202343:18 - Why You're Safe In Regional Banks48:05 - Steady Eddie Techies53:50 - Crypto Check-In58:24 - Fan Questions1:02:33 - Closing ThoughtsVisit Our Website: https://investorplace.com/hypergrowthinvesting/🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1#hashtags

Welcome, folks, to another episode of the Hypergrowth Investing podcast!This week, we’ll be discussing the elephant in the room – the recent collapse of Silicon Valley Bank (SVB) and its implications for the markets.So what happened?SVB’s failure was caused by a classic bank run, but this alone is not enough to bring down a bank, especially one as prestigious in technology as SVB. Rather, the run on SVB was a symptom of deeper issues – namely, two unique problems that arose from SVB’s very niche, exclusive focus on the startup tech sector. We’ll delve into these issues and explore what they mean for the future of the markets.What Happened to Silicon Valley Bank? The bank saw rapid growth in deposits amid the tech boom of 2020 and ‘21. And due to regulations put in place after 2008, SVB had to back up all those deposits with high-quality assets, which mostly comprise U.S. Treasuries. So, in 2020 and ‘21, SVB bought a bunch of U.S. Treasuries with its customers’ deposits. Given the Fed’s rapid rate-hiking cycle, U.S. Treasuries have since lost significant value. Consequently, SVB has been sitting on massive unrealized losses in its bond portfolio. Under typical operating circumstances, those unrealized losses are manageable because SVB can just hold the Treasuries to maturity and cash out without recognizing any real loss. However, in stressed operating circumstances wherein customer deposits dwindle and SVB needs to raise cash, the bank is forced to sell those bonds, and the unrealized loss becomes a realized loss. That’s exactly what happened. Over the past 12 months, venture funding for tech startups dried up. SVB’s customers were no longer seeing lots of cash inflow. In fact, very little cash was coming in the door. But those startups were still running businesses that required funds to keep the lights on, so cash flow going out of SVB accounts was still very high. Very little cash in, lots of cash out – obviously, that is an unsustainable situation, so SVB was forced to sell its bond portfolio to raise the funds necessary to keep up. The result? The company suffered a multi-billion-dollar loss on that bond portfolio. In order to recoup those losses, SVB tried to raise outside capital via share offerings. That didn’t work. No capital came to the rescue. So, the federal government swooped in and took over.What Comes Next?But remember: SVB was forced to cash out early because of its unique and exclusive focus on the most rate-sensitive part of the economy – early-stage tech startups. Since essentially all of its customers saw their funds dry up over the past 12 months, SVB saw its deposits start to dwindle quite rapidly. Yet, cash needs of those customers were not dwindling, leaving the company with a massive imbalance that it needed to fill. So, this appears to be a problem unique to SVB. This is idiosyncratic – not systemic.SVB’s collapse is a big warning shot to the Fed. Fed rate-hike cycles are like bulls running through china shops – they both keep going until something breaks. And something significant has broken.And what broke SVB could potentially break other banks – bigger banks – if the Fed keeps its foot on the rate-hike pedal. But we’re confident the central bank will heed that warning. A pause is coming – and that means a major market rally likely is, too.📍Timestamps📍00:00:00 - Intro00:02:41 - Silicon Valley Bank: What Happened?00:23:07 - Government Intervention00:32:08 - Fed Signals to Watch00:36:17 - SVB Impact on Rest of 202300:39:25 - The Bearish Outlook00:44:10 - Fan Questions00:47:29 - Closing Thoughts💻Visit Our Website: https://investorplace.com/hypergrowthinvesting/🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1#siliconvalleybank #SVB

Welcome, folks, to another episode of our Hypergrowth Investing podcast! Last week, we talked a lot about AI, but today, we’re getting right into the macroeconomic weeds to break down our base-case outlook for stocks over the next few months. Spoiler alert: While the markets are wavering thanks to a hawkish Fed, we’re still preparing for a massive bull market run… and I’ll tell you why.Last week, stocks tested and bounced off of some critical technical levels. And we believe that was the start of a big short-term burst higher for stocks in March and April. Plus, we view this bounce as proof that the rally we’ve had off of the October 2022 lows is, in fact, the start of a new bull market. There are three elements to this bull thesis – fundamentals, technicals, and positioning. Let’s start with fundamentals.A lot of people are worried about inflation, rate hikes, a slowing economy, and the 10-year Treasury yield climbing to 4%. But in reality, these trends are shifting course in a favorable direction. Though the decline is a choppy one, inflation is coming down. Demand and supply are normalizing to pre-pandemic levels. And with a slowing – but not dying – consumer and rate hikes from the Fed, this disinflation will likely continue into 2024 and ‘25. The Federal Reserve is a bit of a wild card here. However, it’s aware that inflation is falling and is likely to move forward with rate hikes at a slow and steady pace. Plus, the labor market is not weakening in a way that’s indicative of a collapse, so we’re confident that the Fed will be able to pull off a soft landing. It’s true that the equity risk premium (ERP) – the spread between the S&P 500’s forward earnings yield and the 10-year Treasury yield – is the lowest it’s been in several years. But given the stable string of recent earnings, today’s ERP is historically normal, and we’re confident that stocks are fairly valued. Earnings and P/E multiples suggest that stocks have room to rally over the next nine months.Now to technicals:Stocks held the 200-day moving average last week. They held the uptrend line from October 2022’s rally. And they bounced off the resistance line that acted as the ceiling for stocks during the 2022 bear market. Whenever stocks turn resistance to support, it means a trend reversal is underway. And they just turned a year-long resistance level into support – that is supremely bullish.Every time stocks were in a bear market, then bounced above and stayed above the 200-day moving average for more than 20 to 30 days, the market went higher. And that’s exactly what we have today. And we can’t forget about the Triple Barrel buy signal we saw in January, with the Breakaway Momentum, Whaley Breadth Thrust, and the Triple 70 Breadth Thrust indicators. All three are ultra-rare and ultra-bullish – and all three flashed on the same day for the first time ever. Onto positioning:From a positioning perspective, stocks are back to where they were at their October lows. That’s when the 10-year yield popped above 4%, when the futures market began pricing out rate cuts, and when inflation expectations were pretty hot. And that makes us bullish because the positioning of expectations are at levels that leave a lot of room for dovish surprises.There’s a good chance that the data we receive in March and April surprises to the bullish side. And considering these expectations have swung to peak-bearishness while stocks are holding well-above their October lows, we think it’s yet another sign that we’ve arrived at a new bull market.Check out the full episode to hear our complete breakdown and analysis!📍Timestamps📍00:00 - Intro2:47 - Our Macro Mindset20:44 - EV Stocks: A Great Buying Opportunity?23:50 - Clean Energy’s Steady Rise26:30 - 3D Printing Will Print Wealth29:19 - Celsius: The Long & Short of It31:33 - A Housing Market Rebound32:48 - Consumers Carry On36:09 - Oil to $120? We Don’t See It42:34 - Self-Driving Speculation46:08 - Have We Reached ‘Peak People’?57:19 - Fan Questions1:02:00 - 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

🟢Get Exclusive Access to Luke's AI Summit. https://signup.investorplace.com/?cid=MKT720356&eid=MKT720890Welcome to another episode of our Hypergrowth Investing podcast, folks! This week, we’re taking a deeper look at a topic that’s had investors enraptured since November – artificial intelligence (AI).We’ve talked about the differences between narrow and general AI on the podcast before. But why is the distinction between the two so important when it comes to investment strategies?For one, a lot of people get AI plain wrong. Take Blake Lemoine, for example. Blake notoriously was fired from Google for publicly discussing his work on Google’s LaMDA engine and claiming the AI had become sentient. And while his argument does wade into several important discussions to be had around artificial intelligence, it confuses a narrow AI with a general AI: “I ran some experiments to see whether the AI was simply saying it felt anxious or whether it behaved in anxious ways in those situations. And it did reliably behave in anxious ways. If you made it nervous or insecure enough, it could violate the safety constraints that it had been specified for.”However, the difference between narrow AI and general AI is that a general artificial intelligence is truly creative while a narrow AI relies on language prompts and large language models to formulate its response.General AI systems can do theoretically everything; think Jarvis from Iron Man or HAL 9000 from 2001: A Space Odyssey. These sci-fi-inspired models are omniscient and omnipotent – and they’re also nonexistent. But narrow AI – (aka focused AI), systems designed to complete more singular tasks – is very real. And it’s the type of artificial intelligence that will see rapid mass adoption over the coming years.Now, with this explosion in AI hype, hundreds of startups will also emerge, all aiming to create the best-in-class technology and become the top dog in the industry. But as with all technological innovations that came before it, the AI industry will eventually experience a great consolidation. And the companies based on general AI – all hype and no substance – will fail.So, if you’re looking to profit from this emerging megatrend, we’ve got two words for you: narrow AI.📍Timestamps📍00:00:00 - Intro00:02:14 - AI Super Summit00:04:55 - AI: Why Now00:19:02 - The Worst AI Will Ever Be00:27:00 - AI: Transforming Global Productivity00:30:59 - Narrow AI vs. General AI00:39:07 - Spotting Winners in AI00:44:51 - How AI Will Change Investing00:50:50 - Why Stocks Will Rebound01:00:47 - Breaking Down Fisker's Earnings01:06:03 - Should You Sell Lucid Stock?01:09:24 - Why I Still Like Opendoor01:13:12 - Fan Questions01:27:23 - 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#AI #AIstocks #narrowai