Two New Buys in the Portfolio, ASML's Recent Nosedive, and an Overvalued AI Stock.
Manage episode 446933887 series 3605434
Eric Bleeker and David Hanson address whether ASML is a "Buy" after its recent pullback, discuss the large-cap tech stock most likely to disappoint, break down the implications of using nuclear to power AI, and share the details of Eric's latest buys in the AI portfolio.
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9 episodes