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22:01
Apr 27
Adam Parker Head of Quantitative Research, Houlihan Lokey CNBC
Own more mega-cap tech, especially NVIDIA.
Most long-only institutional investors are underweight mega-cap tech (Mag-7 plus Broadcom) due to concentration rules, and these stocks have massively outperformed. Investors need to own more of them to avoid underperformance. NVIDIA in particular is a good stock to own.
Mega-cap Tech (Mag-7 + Broadcom)
HIGH

About Mega-cap Tech (Mag-7 + Broadcom) Analyst Coverage

Buzzberg tracks Mega-cap Tech (Mag-7 + Broadcom) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.