In this episode of ETF Spotlight, Baron Capital’s Ashim Mehra breaks down the Baron Technology ETF ($BCTK) and why he’s buying semiconductor stocks he says have been “unfairly beaten up,” including Micron ($MU), Nvidia ($NVDA), and SiTime ($SITM). He also covers AI stocks to buy now, Spotify ($SPOT) as an AI application play, Bloom Energy ($BE), neocloud risks, the Anthropic IPO, and how $BCTK stacks up against the Nasdaq 100.
00:00 Introduction
00:09 Finding the Next AI Winners: Big Tech vs. Emerging Stocks
00:47 AI Infrastructure vs. AI Applications: NVDA and Beyond
01:50 Baron Technology ETF (BCTK): Buying the AI Stock Pullback
02:53 Undervalued AI Stocks: Nvidia (NVDA), Micron (MU) and SiTime (SITM)
04:09 Spotify (SPOT): A Top Technology Stock Holding
06:27 Spotify (SPOT) Stock Outlook and Growth Potential
06:54 Why BCTK Avoids Neocloud Stocks
08:06 Neocloud Debt Risks and AI Investment Opportunities
09:44 Technology Stocks Baron Capital Is Avoiding
10:51 Anthropic and OpenAI IPO Investment Outlook
11:31 Biggest Risks Facing AI Stocks
13:38 AI Power Stocks: Bloom Energy (BE), Lumentum (LITE) and Coherent (COHR)
15:22 The Next Nvidia (NVDA): AI Application Stocks With Growth Potential
17:48 Baron Technology ETF (BCTK) vs. Nasdaq 100 (NDX)
21:17 Rapid-Fire: This or That
Recorded: October 26, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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