5 Stocks I'm Buying April 2026 and Portfolio Update

The video opens as a weekly stock-market update and immediately frames the housing market as broken but investable. Hogue says home prices are down more than 7% from the 2022 peak, mortgage rates remain above 6%, and affordability is poor, yet those conditions plus a shortage of more than 6 million homes create opportunities. He leans on prior calls as evidence, citing a 2024 housing-stock basket that produced large gains, then shifts to a new legislative catalyst: the Road to Housing Act. He describes it as a bipartisan bill with more than 40 provisions aimed at easing supply constraints through financing, permitting, zoning, and construction, with a particular emphasis on manufactured housing. …

1. The video is primarily a housing-legislation and portfolio-update episode, not a broad macro recap.
2. Hogue’s key near-term catalyst is the Road to Housing Act moving through Congress.
3. Manufactured housing is his highest-conviction housing trade because the bill could directly improve supply, financing, and zoning conditions.
4. He sees mispricing in single-family rental REITs because anti-landlord sentiment may be overstated relative to the actual housing shortage.
5. Portfolio-wise, he remains constructive on SMCI, AMD, ETH funds, Symbotic, cybersecurity stocks, and SoundHound, but is increasingly focused on valuation and hedging with covered calls.
6. A recurring theme is that volatility is a feature, not a bug, in his style of investing.
7. He repeatedly uses prior call performance as proof of process, but the current setup still depends on future legislative and earnings confirmation.

• The claim that institutional landlords only own about 1% of housing supply is used to argue the anti-landlord narrative is overstated, but the video does not fully address concentration in certain markets or marginal effects on affordability.
• The statement that a median home price of $45,000 implies AMH and INVH are massively mispriced appears internally inconsistent and likely reflects a verbal error or muddled comparison; the national median home price is not $45,000.
• He treats the Road to Housing Act as a near-term catalyst with bipartisan momentum, but the actual probability, timing, and scope of enacted provisions remain uncertain.
• The bullish case for SMCI assumes strong AI datacenter spending will translate into sustained stock upside, but the argument relies heavily on thematic momentum rather than a detailed margin or competitive analysis.
• The bullish case for Ethereum assumes tokenization growth will accrue mainly to ETH and that prices can revisit prior highs within two years; this is asserted with little direct evidence.
• The cyber thesis assumes AI increases demand for security quickly enough to offset fears of automation and software disruption, but the timing and net revenue impact are not demonstrated with data.