GOOGL & MU "Undervalued" A.I. Plays: Breaking Down the Bullish Theses
Schwab Network · Schwab Network
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Show Notes
OptionsPlay's Tony Zhang says Alphabet (GOOGL) "stands out" when it comes to its valuation in the A.I. space. He expects the stock to gain traction with Gemini integration to offer Alphabet a larger growth runway when it comes to Google search and similar software technologies. Tony adds that Micron (MU) is a company with a much wider ceiling to the upside even after its more than 140% 2025 run. He calls the stock "one of the most undervalued hardware plays" in the A.I. space.
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