Belton: 'Stick with Mega Caps,' AMZN Gen A.I. Capabilities & GOOGL Great Value
Schwab Network · Schwab Network
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Show Notes
John Belton believes the Mag 7 group still holds lots of power and remains a compelling buy overall. As for specific trades, John mentions Amazon's (AMZN) Gen A.I. capabilities as a profit generator, along with Alphabet's (GOOGL) valuation that makes it "too cheap" not to buy. He says the A.I. trade will only expand as mega caps boost CapEx for related projects.
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