Evercore ISI’s Rich Ross lays out why the S&P 500 is still on track for 8,300 — and why waiting for a pullback is the worst strategy. He breaks down the semis and AI infrastructure charts powering the next leg higher, the stocks he’s buying now, and the one risk that could crack the bull case.
00:00:00 Intro
00:00:09 S&P 500 Path to 8,300
00:02:20 Is It Time to Buy Semiconductor Stocks?
00:03:52 Top AI Infrastructure Plays: Power & Optical
00:06:20 Software Stocks to Avoid
00:07:53 Can Tech Lead Markets Higher?
00:08:48 Non-Tech Opportunities: Healthcare & Industrials
00:10:07 Fading Energy & Consumer Discretionary
00:11:56 Why Waiting for a Pullback Is a Mistake
00:13:18 Treasury Yields & Risks to the Bull Case
00:15:54 Rapid Fire: This or That
Recorded: September 22, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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