Top stock picks for 2024 with Argus Director of Research Jim Kelleher
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- Опубликовано: 12 сен 2024
- The tech sector dominated markets in 2023, driven by the Magnificent Seven stocks and endless talks about AI. Nvidia (NVDA) was one of the seven that more than exceeded expectations, but could there be some new contenders for top tech stocks?
Argus Director of Research Jim Kelleher joins Yahoo Finance to discuss some of the top tech stocks that investors should keep an eye on, including Arista Networks (ANET).
Kelleher points to Arista's business model, particularly its data centers, as a key factor in his choice
"They're truly the first real cloud-based networking company. They send to serve what they call cloud titans which would mean Google Cloud (GOOG, GOOGL), Microsoft Azure (MSFT), AWS or Amazon (AMZN)," Kelleher says. "So, they do serve that vertical which is a big part of their business, but they also serve enterprise customers and pushing into smaller enterprises and pushing up into the carrier space."
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Useful discussion and information 👏
Informative show. 😀🙏
Loving the short form clips and hidden gems you are brining us. Def a subscriber and supporter
ASML is de best!!!!
Argus? Never heard of them
Just a matter of time before the Nasdaq crosses 20k
Anyone can be a financial analyst. SMH