Andrew Arons Sees MU Growth Opportunity, IBM Value Play in "Early" AI Days
Community Score: 50% | 5.0K views | 6d
0 community ratings: null thumbs up, null thumbs down
"It still looks like we're very, very early in AI," says Andrew Arons, making the case that discrepancies in OpenAI's ARR won't matter long-term. With investors rotating in and out of the AI trade, he sees a value opportunity in a stock he believes isn't getting much attention: Home Depot (HD). Andrew points to IBM Corp. (IBM) as a value opportunity tied to the AI trade. Micron (MU) is a stock he sees being very undervalued even after a five-fold rally over the last 12 months. ======== 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 -
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%