SPCX, AAPL, LLY & Identifying Best-Positioned "Mega Trend" Companies
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Clint Sorenson says his firm is learning how to use "mega trends" and applying them to investor portfolios. He talks about themes he sees in deglobalization, AI, and fiscal dominance to add color to the current investment picture. SpaceX (SPCX) is one firm Clint sees as a strong, vertically-integrated AI company. He holds a similar thesis for Apple (AAPL), along with Eli Lilly (LLY) in the healthcare space. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://tw
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