NVDA, MU, INTC & Other Names Ivan Feinseth Sees Leading Generational Tech Cycle
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Ivan Feinseth says Micron (MU) posted an incredible quarter with revenue up over 250% and earnings up over 800% as memory demand far exceeds supply. He sees a long investing cycle ahead and names Nvidia (NVDA), Intel (INTC), and SanDisk (SNDK) as core AI infrastructure picks, while viewing the MongoDB (MDB) pullback and Microsoft (MSFT) recovery as buying opportunities. He also likes Meta Platforms (META) after its AI device rollout and says the so-called SaaS apocalypse was overdone. ======== 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 Dis
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