AI Bubble Indicators and Opportunities in the ‘Picks & Shovels’
Schwab Network · Schwab Network
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Show Notes
Noah Hamman explains why he likes some AI “picks and shovels” stocks, highlighting the HVAC ETF among others. On crypto, he thinks that Bitcoin believers should buy in at these lower prices if they are sure of the fundamentals and its importance to the future. One of his top holdings is Amphenol (APH), also part of the “picks and shovels.”
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