Nvidia (NVDA) has been a market powerhouse, spearheading the tech sector's growth amid an AI boom. However, there are other players in the sector that Laffer...
) has been a market powerhouse, spearheading the tech sector's growth amid an AI boom. However, there are other players in the sector that Laffer Tengler Investments CEO and chief investment officer Nancy Tengler believes are buying opportunities.) as a great buying opportunity despite performing below most of the"Magnificent Seven" names.
And it gives you an opportunity to pick away at a company that we think is going to be an easy winner in A I and is going to benefit from A I PC upgrade cycle.And Nancy, I believe that you're also seeing some opportunity within Amazon as well.Maybe that you also find attractive at these levels?And so uh cloud computing story, sorry.
And so you want, you want to be positioned in both plus the other aspects of Amazon uh ad growth, uh the retail side of the business and uh Amazon prime uh video, we think it will continue to be uh drivers of growth.Uh There was, you know, a lot of doubt about whether or not he could run the company as there was with Tim cook at Apple when he took over.
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