Microsoft is presented as an attractive buy due to its significant dip, its role in powering AI, and its strong market position in cloud and enterprise offerings, leading to a PE ratio lower than the sector.
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Ro Khanna Just Purchased 6 New Stocks in 2026!
Jul 19, 2026
This video analyzes recent stock purchases made by US Representative Ro Khanna, highlighting Comcast (CMCSA) as a surprising pick due to its declining legacy business, though it trades at a cheap valuation. The creator expresses a preference for Amazon or Disney for media exposure but acknowledges Comcast's theme park growth potential.
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Intuit has crashed over 60% due to AI fears, but the creator believes the stock is oversold and the fears are overblown.
Meta is mentioned as a client for Broadcom's custom chips.
Google is mentioned as a client for Broadcom's custom chips.
Nvidia is mentioned as a company that gets mainstream hype for its GPUs, contrasting with Broadcom's custom AI chips.
Intel is mentioned as a company that might be looking into custom AI chips, but the focus is on Broadcom.
Broadcom is a leading custom AI chip provider with strong financials and an attractive valuation after a recent dip.
Medtronic is a dirt cheap alternative to Intuitive Surgical, operating in similar markets with one of the best dividends.
Intuitive Surgical is praised for its dominant position in surgical robotics, its recurring revenue model from instruments and services, and its expansion into AI-enabled healthcare.
Salesforce, a beaten-down software giant, is seen as a strong buy at its current low valuation, despite AI disruption fears, with management making strategic acquisitions and a significant buyback program.