Nvidia remains a core portfolio holding for the creator and serves as a benchmark for AI sector exposure.
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Stock Market Sell-Off: 1 Undervalued AI Stock To Buy! | #stocks #ai #stockmarket #trading #invest
Mar 9, 2026
The creator identifies Broadcom as a significantly undervalued AI play with a $438 price target, favoring its exposure to Alphabet's stable cash flows over more speculative AI backlogs.
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Microsoft is a recent addition to the creator's portfolio, though he notes its high concentration in OpenAI deals.
Alphabet is highlighted for its massive $100 billion annual cash flow which provides a stable foundation for AI growth.
Broadcom is a buy with a $438 intrinsic value based on the creator's DCF model and strong Alphabet exposure.
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AVGObuy opened Mar 9, 2026
+11.79%