Jed Ellerbroek Offers MSFT & NVDA Bull Cases Amid AI Safety Selloff
Community Score: 50% | 381 views | 4w
0 community ratings: null thumbs up, null thumbs down
With all the volatile headlines hitting the AI trade, Jed Ellerbroek discusses the rollout of AI models and impacts to U.S. GDP relying more and more on data center buildouts. He calls the stock market moves Monday morning a "kneejerk reaction." Jed later explains his bull case on Microsoft (MSFT) due to ways the Mag 7 company ties its legacy tech suite to its cloud growth. He also believes Nvidia (NVDA) will continue to gain more market share and still has an attractive valuation. ======== 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 Distr
More from Schwab Network
- META's Path to $800: Jason Ware Sees Bull Case in AI ROI as CapEx Grows — Score: 50%
- "Tale of Two Chinas:" Hot AI Trade Meets Cooling Consumer Activity — Score: 50%
- Stock Market Today: MU Hits Highs, QCOM Deal & AAPL Falls — Score: 50%
- Strive CRO on Bitcoin's Buy Opportunity, Crypto Volatility & SATA — Score: 50%
- Thursday’s Final Takeaways: PCE, Markets & Tech in Focus — Score: 50%
- Bitcoin Breaks Key Technical Level as Crypto Awaits Regulatory Clarity — Score: 50%