7 Stocks With Six-Figure Profit Potential: SoFi, Super Micro, SoundHound, Shopify, CrowdStrike & More

조셉 호그의 고성장 주식 7가지는 여섯 자릿수 수익 잠재력을 제공합니다.

### 2025년 구매할 7가지 주식: 10만 달러 수익 클럽의 선택
* 📈 조셉 호그는 자신의 포트폴리오에서 3개 주식이 이미 10만 달러 이상의 수익을 달성했고, 다른 2개 주식도 곧 그 수준에 도달할 것으로 예상하며, 5개 주식으로 64만 달러 이상의 수익을 올렸다고 밝혔습니다.
* 💰 **SoFi Technologies (SOFI)**: 2022년 말 주당 5달러에 매수를 시작하여 2만 5천 주를 보유, 167% 상승(40만 달러 이상 가치).  국가 은행 허가 획득으로 **저렴한 자금 조달** 및 다양한 금융 서비스 제공이 가능해졌고, 지난 2년간 매출 64%, 수익 322% 증가. 현재 주가는 비싸지만, 성장 잠재력은 여전히 크다고 판단.
* 💻 **Super Micro Computer (SMCI)**: 2개월 만에 21만 8천 달러 수익 달성(총 63만 3천 달러 이상 가치).  공매도 보고서에도 불구하고, **데이터센터 구축**이라는 거대한 시장에서 유일한 순수 플레이어로서 성장 가능성이 높다고 분석.  매출은 올해 60% 이상 증가했고, 내년에는 20% 더 성장할 것으로 예상.
* 🗣️ **SoundHound AI (SOUN)**: 11개월 만에 164% 상승(10만 7천 달러 이상 수익). **인공지능(AI)** 분야의 선두주자로서,  자동차 회사 및 콜센터 등 다양한 분야에서 AI 어시스턴트를 제공.  매출은 올해 82% 증가했고, 내년에는 거의 두 배로 증가할 것으로 예상.
* 🛍️ **Shopify (SHOP)**: 2분기 실적 발표 후 주가 하락 시점에 매수, 94% 수익(3만 8천 달러) 달성. **전자상거래 시장**에서 강력한 지배력을 가지고 있으며, 아마존과는 다른 시장을 공략하고 있다고 분석.  재귀적 매출은 연간 29% 성장하고 있으며, 내년에도 22% 성장할 것으로 예상.
* 🛡️ **CrowdStrike (CRWD)**: 사이버 보안 테마의 일환으로 매수, 58% 상승(2만 6천 달러 수익). **사이버 보안** 시장의 성장과 함께 높은 성장 가능성을 가지고 있으며,  Falcon 플랫폼은 시장에서 경쟁 우위를 가지고 있다고 분석.
* 📰 **주식 선택 기준**: 20% 이상의 매출 성장률, 거대한 시장 규모 및 성장 기회, 경쟁사 대비 경쟁 우위.  고성장 주식은 장기적으로 높은 수익률을 가져올 수 있지만, 위험도 존재한다는 점을 강조.

Hey Bow Tie Nation, Joseph Hogue here with seven stocks I'm following higher and higher. Three of these stocks have

already exceeded $100,000 in profits in my main portfolio, with two others I expect to get there fast. In fact, I've

made over $640,000 profit in just these five alone. I'm going to highlight each of these stocks, why I'm buying more, and

what to look for in these six-figure stock returns. Let's get right into it with one of my biggest gains so far: SoFi

Technologies, ticker SOFI, a stock I started buying in late 2022 just over $5 a

share. I've followed it up over these last 2 years, building a 25,000 share position worth over

$400,000 and up 167% from my average cost. And okay, before the troll brigade heads over to the comments, yes, I know

that total gain is only a paper profit until I sell the stock, but I'm holding on here because, like I've been saying

for the last 2 years, this will be a major bank. The bank continues to produce the kind of growth that we'll see in all

of these stocks, growing members at a 35% pace over the last year. SoFi was one of

the few banks that added members and deposits when everyone else was seeing deposit flight during that banking crisis.

Lending product growth was 19% in the most recent quarter, and financial services rose 33%. These are so

important because it shows not only is SoFi able to bring on those new clients, it's also able to get them into that

ecosystem of services, making it a one-stop bank. Remember, this all started why I began buying so aggressively: it's

when SoFi was granted a National Bank Charter through its Golden Pacific acquisition back in 2022. That meant it

was a legitimate bank that could collect deposits and offer services like checking. It was a hugely important step.

because unlike other fintechs, it then had the ability to collect those low-cost deposits and use that money to lend out.

whereas those other non-bank fintechs have to get their funding from higher cost debt or equity. It also means Sofi

can offer services to create that one-stop banking experience, and that's taken revenue up 64% over the last 2

years, with earnings up 322%, with both still growing at a 30% annual pace. And I'll admit, while lately

I have been worried about the valuation on this one, I mean this stock is up 88% in the last year alone. The growth to a

legitimate large bank is not over. Sofi's book value, the value of all its assets, and really the way you want to measure a

bank stock is around $5.53 a share right now, with this year's goal to have it grow by upwards of a

billion dollars, or about $1 per book value per share. Now when I started buying the stock, I said this was a

no-brainer at a price of 8.5 times book value and was buying it hand over fist. It's now trading at almost 2.8 times

book value, so yeah, kind of expensive. But this bank is still tiny by comparison. Consider something like Regions Financial with its book value of $17

billion. Now Regions trades cheaper here at just 1.4 times book value, but then again it's growing revenue at just 5%

versus the 30% growth at Sofi, or maybe Huntington B shares with its $18.2

billion book value, three times the book value of Sofi Technologies. So while shares of Sofi are expensive and I don't

recommend going all-in right now, you can still add shares here to get that exposure and then more later, maybe at a

lower price if the stock does come down, but over time as the bank grows. Next up was a controversial investment, but one

that paid off in Super Micro Computer, ticker SMCI, now up $218,000 on a position worth over

$633,000, and this one has been in less than 2 months. I highlighted the full case against SMCI by short seller

Hindenburg on the 18th of last month, explaining why none of these allegations were any kind of existential risk, even

if true, and likely they were just from a short seller trying to scare investors and make a fast buck. There were more

than 250 comments on that video, and okay, half of them were bots because YouTube is lousy with them, but a lot of others

said I was crazy to buy the stock or later that it was just a lucky bet. But folks, that is not how real investing

works. Now sure, you can follow the chart porn on other channels, getting googly eyes at how much a stock has gone up, and

investing only because it's gone up, or you can spend a little more time doing the deep analysis and following the stocks

that we cover here. Now, I know the videos are a little longer, but would it have been worth it to spend 12 minutes, maybe

another hour doing your own research to make over $200,000 or 52% on your investment in less than a couple of

months? I'm going to link to that previous video in the description below so we don't have to rehash everything

here, but nothing has changed in this argument. Even after a 118% return in the last month, there is still an

upside opportunity here. SMCI is the only pure play in that massive data center buildout theme: supply and server

solutions with Nvidia chips. You've got Dell and HP reporting strong growth as well, but both of those are being held

Backed by other segments in their business, SMCI grew revenue by more than 60% this year and is expected to grow another 20%.

Next year to $30 billion, which is likely well under what they'll probably report, and this company has a path to $50 billion in revenue on its server and storage solutions.

The stock jumped 30% earlier this month when not only did an independent investigation find no wrongdoing, but the company was also granted until February to file its late reports.

In another video on the 9th, I used historical valuation multiples to show you a target range for the stock, with a low of $40 and a price into the hundreds on the high side.

Yes, this stock is going to be volatile probably through February, but this one could still more than double from here.

This next stock is one of my highest returns, but first knowing which stocks to buy means staying up to date, and for that, I want to personally invite you to get the Weekly Bow Tie, our free weekly newsletter with all the stock market news, strategies, and trends you need to see each week before the market opens.

I'll show you what I'm watching and the stocks that could highlight the week. It's all totally free, just something I like to do for all you out there in the community, so look for that sign-up link below.

Back to our list of stocks to buy though, and another big one this year: SoundHound AI. Take our SOU in which I started buying in February at under $4 a share, that was just before Nvidia announced that it held shares in the company with more than 1.7 million shares worth $24 million.

This stock has bounced higher and lower for months, but I held on and now am up over $107,000; that's up 164% from my average.

cost and in less than 11 months. And here, this isn't just the hype for all things AI; we were talking about the stock

before it took off because it could be the biggest use case in artificial intelligence. The company makes voice AI

assistants in more than 25 languages and has this year proved that it's leading in the space with some partnerships and

major clients. It's a market estimated at $160 billion, but I think even that underestimates its potential. Besides

that vote of confidence by Nvidia, the company's AI assistants are being used by car companies across Europe and have

already been shown to drive a 20% bump in productivity at call centers. Revenue here grew at an 82% pace this year and

is expected to nearly double next year. But that $164 million in sales is again tiny compared to what this could become.

Just imagine if SoundHound captured just 5% of that $160 billion estimated market for AI assistance; that would be

over $8 billion in sales. Now, of course, the stock won't be trading at 64 times its revenue in a more mature market and

as that growth slows down. But even a devaluation multiple of three times sales would mean a $24 billion

company, more than four times larger than it is now. To be honest, I don't think it gets there. I think before it reaches

that full potential, another company steps in to buy it at a $6 billion market cap. Buying SoundHound would be like

petty cash for a company like Apple or Meta Platforms, but it would make them the leader in consumer or business AI

assistants. Now, before that happens, and when it happens at that takeover price, investors could see another triple-digit

return in this stock. We've still got two more stocks that aren't quite at 100,000.

in my portfolio, but that could get there fast. But Nation, you know this channel isn't about just dropping a list of

stocks in your lap and saying, 'Go buy these.' I want to give you the tools you need to find these stocks yourself to be

a better investor and understand the stock market, not just follow some YouTuber or buy a stock because it's

been going up. Finding these kinds of moonshot investments means looking for three factors: first, revenue

growth of 20% or more a year. That's because, folks, that 3% dividend on shares of

Coca-Cola looks tempting, and the stock has done very well, producing a 10% annual price return over the last 40

years. But it will never make you rich like some of these growth stocks. Even with that solid 133% annual return

reinvesting the dividends, it will take you 30 years to reach a million-dollar portfolio investing $50 a month. But

focusing on these growth stocks could cut that time to your million-dollar portfolio in half, investing that

same $250. And I know that Debbie Downers out there are going to say you can't make 20% or 30% a year on a stock for

that long. But Google has done just that, producing a 20% annual return since its 2014 IPO. Meta Platforms has taken

investors up 33% a year since the 2012 issue, and shares of Nvidia have boomed

at an annualized rate of 39% a year over the last 20 years. But then here

it's not just about growth; you need a market size and an opportunity for the company to grow into. And those of you in

the Nation know this was my biggest job as a venture capital analyst: finding those pre-IPO stocks, some with

valuations of just a few hundred million but with a market that could take them into the tens of billions and more.

A great example of this is in that SoundHound analysis with a potential market for AI assistants estimated at

$160 billion in annual sales. Even a fraction of that market would mean billions of dollars for SoundHound. It's

a giant market opportunity and not well-developed, so any company with an IP advantage can come in and capture a

share of that market. And that brings us to the third factor in finding these stocks: that competitive advantage over

their peers. Now, this one is more difficult because it helps to have that professional experience in a company's

industry to be able to compare the products, services, and the models for each company and find ones that have

that advantage. You can build that experience through research, following the companies across the industry, or another way to do this is by

following the revenue growth rates. For example, in this chart I'll show you again later, we're looking at the top

five pure-play providers of cybersecurity services, and that revenue growth is a 2-year annualized figure. So,

comparing these, you have to ask yourself why are CrowdStrike and Zscaler able to grow their revenue so much faster than

the average or peers like Fortinet? Now, that alone is not a guarantee that these companies have some kind of a

competitive advantage, but it is a clue—enough of a hint that you can research a little further to confirm whether

these two are capturing more of the market because they have that durable advantage, and it's going to translate into

continued sales growth and returns for investors. Back to our list though, and I'm a little embarrassed it took me so

I longed to start buying shares of Shopify, ticker SHOP, which I finally stepped into in May this year after a big drop post

5 Stocks to Buy in 2025 From My $100,000 Profits Club

Let's Talk Money! with Joseph Hogue, CFA

2025년 매수할 7가지 주식 소개 및 투자 전략

Joseph Hogue가 7가지 주식을 소개하며, 그 중 3가지 주식은 이미 10만 달러 이상의 수익을 달성했다고 언급.

5가지 주식으로 64만 달러 이상의 수익을 달성했으며, 다른 2가지 주식도 빠르게 10만 달러 수익 달성을 예상.

각 주식에 대한 분석, 추가 매수 이유, 6자릿수 수익 달성 전략을 설명할 예정.

가장 큰 수익을 가져다준 SoFi Technologies(SOFI) 주식 분석 시작.

2022년 말 주당 5달러에 매수 시작하여 25,000주를 보유 중이며, 평균 매수가 대비 167% 상승.

Super Micro Computer(SMCI) 및 기타 주식 분석

Super Micro Computer(SMCI) 투자 분석: 2개월 만에 21만 8천 달러 수익 달성.

Hindenburg의 공매도 보고서에 대한 반박 및 투자 이유 설명.

이전 영상 링크를 통해 자세한 내용 제공. 최근 한 달 동안 118% 수익률 기록.

데이터 센터 구축 테마에서 유일한 순수 플레이어로서 성장 가능성 높음.

SoundHound AI(SOU) 주식 분석: 11개월 만에 10만 7천 달러 이상 수익 달성.

성공적인 주식 투자를 위한 세 가지 요소

연 20% 이상의 매출 성장률을 가진 주식에 투자해야 함.

시장 규모와 회사의 성장 가능성을 고려해야 함.

경쟁사보다 우위에 있는 경쟁력을 갖춘 주식을 선택해야 함.

Shopify(SHOP) 및 사이버 보안 주식 분석

Shopify(SHOP) 주식 분석: 실적 발표 후 주가 하락 시 매수하여 94% 수익 달성.

다음 10년 동안 유망한 테마인 사이버 보안 주식 분석.

CrowdStrike(CRWD) 주식 분석: 7월 서비스 중단 후 주가 하락 시 매수하여 31% 수익 달성.

5대 사이버 보안 회사에 대한 매출 성장률, 수익성, 영업 마진, 밸류에이션 분석.