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Sansoterra: NVDA "Number One" AI Play, PLTR "Expensive" Cost Worth Price

Sansoterra: NVDA "Number One" AI Play, PLTR "Expensive" Cost Worth Price

Schwab Network · Schwab Network

March 4, 20266m 27s

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Show Notes

Michael Sansoterra talks about his top stock picks in AI and healthcare. He names Nvidia (NVDA) as one stock that has more room to the upside, so long as it continues to hand out "picks and shovels" in the AI trade. He expects Eli Lilly (LLY) to remain a leader in the healthcare space due to its GLP-1 drug profitability. While he labels Palantir (PLTR) as "expensive," Michael says AI growth justifies the cost.


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