Patrick Moorhead says the AI buildout is still intact — and explains why now is the time to get in on the AI trade revealing the names he thinks are best positioned, including Dell, HP, Cisco, Qualcomm, Micron, and Intel.
00:00:00 Introduction
00:00:15 Tech sell-off vs. enterprise demand
00:00:54 AI trade entry window timing
00:01:40 Interest rates and macro risks
00:02:21 Enterprise hardware and network picks
00:03:31 Top chip and foundry turnarounds
00:04:59 Mega-cap tech and Nvidia thesis
00:06:01 Software stock chop vs. infrastructure
00:06:55 SpaceX IPO impact on sentiment
00:08:37 Selling software to buy IPOs
00:09:07 Secular AI margins vs. dot-com bubble
00:11:16 Rapid Fire: This or That
Subscribe |
Earn. Live. Invest. |
TheStreet Pro |
#Investing #Stocks #WallStreet
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
source
