Nvidia remains a top pick; the speaker advises against abandoning the stock or AI trades.
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Two companies, Micron and Nvidia, are expected to account for a third of the S&P 500's total annual earnings growth. They outperform more than 490 other companies combined in terms of earnings growth.
I always remember the title of the novel "Atlas Evades," and I wonder what if Atlas, or Nvidia, or Micron evaded. Yes, I am not saying to abandon AI trading or to give up on Micron or Nvidia . They are among my best bets at the moment .
It may surprise you, but over the past five years, the top performing stock in the S&P 500 has been Comfort Systems, symbol FIX. It's not Nvidia, nor Micron, but Comfort Systems, an air conditioning and refrigeration company in the industrial sector, because of the role it plays in the artificial intelligence revolution.
What this channel has said about $NVDA
Schwab Network has 27 calls on this stock; only the adjacent ones are shown.