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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

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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
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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

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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

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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

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 - Intro
00:02:15 The Amazon of Finance
00:05:42 Regional Bank Opportunities
00:12:06 Fed Update
00:16:39 Inflation Indicators
00:24:11 Shift in 2023
00:29:02 What's Going On With EVs?
00:33:39 Fan Questions
00:38:06 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

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