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Here Are ALL The Stocks I’m Buying Now

Joseph Carlson After Hours•Apr 16, 2026

Summary

Joseph provides a comprehensive market outlook, noting that while the S&P 500 and QQQ are hitting all-time highs, software stocks (IGV) are struggling due to the disruptive nature of AI. Joseph believes the war in Iran is a 'temporary' risk that does not fundamentally alter the cash flows of companies like Amazon or Meta. Conversely, he cautions that AI could permanently damage the earnings of traditional software firms, leading him to favor 'AI-proof' companies. Joseph also discusses Tom Lee’s bullish perspective, which suggests the market is in a better position now because it has proven it can withstand oil price shocks and high inflation.

Joseph analyzes several key stocks in his portfolio:

Meta (META): Joseph is extremely bullish, citing the new 'Muse Spark' AI model which is natively multimodal and highly efficient. He references a Deutsche Bank report suggesting the stock could reach $920 with a 27 P/E ratio. Joseph personally bought shares at $536 and $613, viewing any dip as a buying opportunity.
Amazon (AMZN): Joseph views the $11.6 billion acquisition of Globalstar as a strategic 'brute force' move to compete with SpaceX's Starlink. He believes the stock is currently undervalued and predicts it could easily trade at $300 per share. Joseph highlights that investors are unusually bullish on this acquisition, which typically sees the acquirer's stock price drop.
Netflix (NFLX): Joseph remains confident in the company's long-term growth, citing subscriber increases and the success of the Netflix game controller in the App Store. He predicts the stock will be substantially higher over the next five years due to its strong content value proposition. Joseph personally bought shares at $85 and plans to buy any future dips.
ASML (ASML): While the company beat profit expectations and raised its 2026 revenue guidance to 36-40 billion euros, Joseph considers it expensive. He notes the 35 forward P/E ratio and less than 2% free cash flow yield. Consequently, he has moved the stock from a 'buy' to a 'hold' as much of the bright future is already priced in.

Mentioned Stocks

AMZN
Sentiment: BUYAction: RECOMMENDED

Reasoning: Joseph is very bullish on Amazon's expansion into satellite internet via the Globalstar acquisition to compete with Starlink. He argues the stock is undervalued at current levels and has a price target of $300 per share.

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META
Sentiment: BUYAction: BOUGHT

Reasoning: Joseph believes Meta is a high-quality compounding machine with an ever-growing moat. He highlights the new 'Muse Spark' AI model as a major catalyst for vertical integration in shopping and healthcare. He mentions a price prediction of $920 based on a 27 P/E ratio and personally bought shares at $536 and $613.

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ASML
Sentiment: HOLD

Reasoning: Joseph shifted ASML from a buy to a hold because the valuation has become expensive at a 35 forward P/E. While earnings were strong and guidance was raised to 36-40 billion euros, he believes the upside is already priced in.

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DUOL
Sentiment: HOLDAction: BOUGHT

Reasoning: Joseph bought Duolingo at $121 and continues to hold despite being in the red on the position. He likes the fundamentals and is waiting for a turnaround, though it has been one of his worst-performing recent buys.

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NFLX
Sentiment: BUYAction: BOUGHT

Reasoning: Joseph bought Netflix at $85 and believes it will be substantially higher in five years. He cites strong subscriber growth, price increases, and their successful expansion into gaming as reasons for his bullishness.

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SPGI
Sentiment: BUYAction: BOUGHT

Reasoning: Joseph executed personal trades for S&P Global recently, buying $11,000 worth at $415 and another $6,000 at $412. He views the company as a solid investment that is already showing a positive recovery.

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