CFRA Senior Vice President and Equity Analyst Angelo Zino breaks down where he sees opportunity in AI, what could derail the trade and which stocks he likes best. Plus, he weighs in on Nvidia ($NVDA), Salesforce ($CRM) and Marvell ($MRVL) ahead of earnings, the outlook for software, and the AI stock he’d be most nervous owning.
00:00:00 – Introduction
00:00:18 – Is Money Still to Be Made in AI?
00:01:46 – Is AI Capex Paying Off?
00:02:56 – Nvidia Earnings: Buy NVDA Now?
00:04:08 – Nvidia Price Hikes & Pricing Power
00:05:27 – NVDA Rating Downgrade Risks
00:07:03 – Nvidia Stumble Impact on Marvell & Broadcom
00:08:08 – Marvell Valuation: Buying the Dip
00:09:22 – Salesforce Earnings Preview
00:10:51 – Is Salesforce a Value Trap?
00:12:15 – Safe Software Stocks to Own
00:12:55 – How to Approach the Tech Sector
00:14:46 – Optimal Tech Portfolio Balance
00:15:32 – Where to Invest Beyond Big Tech
00:16:02 – Top Growth Stock at a Fair Price
00:16:59 – Rapid Fire: This or That
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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