Bloom Energy (BE) is a primary buy due to its critical role in providing on-site power for AI data centers, bypassing grid limitations and experiencing significant revenue growth.
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Morgan Stanley's Andrew Slimmon: "This AI Selloff Is A Healthy Opportunity" (2 Growth Stocks To Buy)
Jun 26, 2026
Andrew Slimmon of Morgan Stanley views the recent AI tech sell-off as a healthy market opportunity, not a sign of the AI boom ending. He distinguishes between 'crowded' and 'overvalued,' noting that while many investors are in AI trades, the earnings growth of companies like Nvidia, Meta, Microsoft, and Alphabet justifies much of their stock appreciation, differentiating it from the dot-com bubble era.
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Vertiv Holdings (VRT) is highlighted as a key player in AI data center expansion, providing essential thermal and power infrastructure.
Alphabet is mentioned as a company spending aggressively on AI infrastructure, which some investors view as concerning for short-term free cash flow, but is framed as a strategic investment by management.
Amazon is noted for its aggressive capital spending on AI infrastructure, which may reduce short-term free cash flow.
Alphabet is identified as a profitable AI leader with significant spending, distinguishing it from the dot-com era.
Microsoft is cited as a profitable AI leader making aggressive investments, unlike companies during the dot-com bubble.
Meta is mentioned as a profitable AI leader investing heavily in infrastructure, contrasting with the dot-com bubble.
Nvidia is highlighted as a profitable AI leader generating billions in cash flow, differentiating it from dot-com era companies.