Is Wall Street overreacting about AI capex spending? Andrew Graham, Managing Partner, Jackson Square Capital explains why AI demand is still accelerating and how to reload on the tech names after a recent drawdown.
00:00:00 Intro: Andrew Graham
00:00:06 Rebound vs. geopolitical risk
00:00:57 Tech dip buying opportunity
00:01:22 Hyperscalers margin outlook
00:02:14 Buying Google & Amazon
00:03:24 Future CapEx trend doubts
00:03:58 Runway for memory stocks
00:04:53 Cybersecurity sector additions
00:06:00 Approach to SK Hynix
00:06:54 Tech technical entries
00:07:12 Undervalued market areas
00:08:24 Views on Target (TGT)
00:08:39 Consumer confidence play
00:09:21 Avoiding oil and chemicals
00:10:18 Restrictive Fed rate path
00:10:47 7,840 S&P target driver
00:11:36 Geopolitical timeline view
00:12:16 Handling market volatility
00:13:24 Warning against leverage
00:13:35 Rapid Fire: This or That
Recorded: July 9, 2026
Subscribe |
Earn. Live. Invest. |
TheStreet Pro |
#Investing #Stocks #WallStreet
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
source
