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Three Monopoly Stocks To Buy Now

Joseph Carlson After Hours•Feb 17, 2026

Summary

Joseph provides a comprehensive market outlook, noting that while the S&P 500 remains flat, tech and software portfolios are down significantly due to a flight to perceived safety in stocks like Walmart. He refutes the viral thesis that AI will destroy software by explaining that text-based prompts cannot replace the efficiency of a learned user interface for professional workflows. Joseph also highlights that the "Big Four" tech companies—Amazon, Microsoft, Meta, and Google—are trading at much more reasonable valuations than the market perceives when outliers like Tesla and Nvidia are removed.

Microsoft (MSFT): Joseph notes that super investor Chris Hohn was buying this stock in late 2025 at prices between $480 and $540. He points out that the stock is now trading significantly lower, below $400, making it a much better value today than when Hohn was accumulating. Joseph views it as a core growth holding that the market is unfairly punishing.
Meta (META): Joseph highlights that Meta is currently trading at a forward price-to-earnings (PE) ratio of around 20, which is less than half the valuation of Walmart. He emphasizes that the company is expected to grow its revenue by over 25% in 2026 despite the bearish sentiment. Joseph considers the current valuation an attractive entry point for a company with such high growth and profitability.
S&P Global (SPGI): Joseph argues that this data giant is being oversold due to misplaced fears that AI will make its proprietary data freely available. He mentions that even if its market intelligence segment were completely disrupted, the stock would still trade at a reasonable 27 forward PE, though it currently trades at just 21. He observes that the stock is $80 cheaper than when Chris Hohn was recently buying it, suggesting it is deeply undervalued.
Duolingo (DUOL): Joseph strongly disagrees with Goldman Sachs' recent 'Sell' rating, calling out their history of rating stocks as sells near their absolute bottoms. He points out that Duolingo has 50 million daily active users and 10 million users on streaks of over a year, proving high retention. Joseph argues that teaching English to 1.5 billion people worldwide is a massive market, not a niche one as critics suggest.

Mentioned Stocks

AMZN
Sentiment: BUYAction: RECOMMENDED

Reasoning: Amazon is included in Joseph's 'Big Four' tech group, which he argues trades at a collective forward PE of 24. He believes these companies are significantly better businesses than the average S&P 500 company yet trade at similar valuations.

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META
Sentiment: BUYAction: RECOMMENDED

Reasoning: Joseph points out that Meta trades at a forward PE of 20, making it significantly cheaper than low-growth retailers like Walmart. He cites their blockbuster earnings and expected 25% revenue growth in 2026 as reasons for optimism.

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MSFT
Sentiment: BUYAction: RECOMMENDED

Reasoning: Joseph believes Microsoft is undervalued, especially since it is currently trading below $400, which is over $100 cheaper than where super investor Chris Hohn was buying it last quarter. He groups it as one of the elite 'Big Four' tech stocks that are priced similarly to the S&P 500 but offer superior growth.

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DUOL
Sentiment: BUYAction: RECOMMENDED

Reasoning: Joseph defends Duolingo against AI disruption fears, noting that its fundamental metrics like daily active users and paid subscribers are growing rapidly. He suggests that Goldman Sachs' sell rating is a contrarian signal often seen at market bottoms.

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SPGI
Sentiment: BUYAction: RECOMMENDED

Reasoning: Joseph argues that S&P Global's proprietary data provides a moat that AI cannot easily disrupt. The stock is trading at a low forward PE of 21 and is down $80 from Chris Hohn's recent buy-in levels, presenting a strong value opportunity.

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