Finding value investments in the tech sector
With the Magnificent Seven controlling nearly 30% of the S&P 500's value, the tech sector may feel crowded out. However, there are other value-based tech picks that investors may be overlooking.
The Futurum Group Chief Market Strategist Cory Johnson and Deepwater Asset Management Managing Partner Doug Clinton join Yahoo Finance to discuss hidden gem stocks within tech.
Johnson explains that investors may need to reframe their investments in tech beyond growth: "We've seen tech as growth and indeed a lot of tech companies without profits are hard to value as value stocks, but I think a lot of that has changed over time and we've seen the king of all value investors Warren Buffett with his giant holdings in Apple (AAPL) and in this notion that technology can't be valued is just wrong, and then there's timing and that's when investors have to think about what they're investing for and what kinds of returns and when they need them and to understand if it's worth a long wait."
Clinton emphasizes that it may be important to look downstream of tech giants. SK Hynix (000660.KS), he points out, is a provider of tech to Nvidia: "Nvidia uses the Hynix's high bandwidth memory in their chips that are in huge demand right now from hyper-scalers and now potentially sovereign nations and other industrial companies that are building their AI infrastructure, so we see Hynix which a holding in our Deepwater Frontier Tech index, that powers the Loup ETF (LOUP) –– we see Hynix as a potential beneficiary of continued demand for those Nvidia chips. "
For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live.
Editor's note: This article was written by Nicholas Jacobino
相關影片推薦
- 1:22巨型發光深海「廣鰭八腕魷」罕見現身 誤將攝影機當獵物 超近距離 科學家驚豔Yahoo 國際通25,400 次觀看・1 天前
- 1:06西隧港島出口工程2027年完工 議員質疑過慢now.com 影音新聞24,710 次觀看・1 天前
- 2:21波士尼亞森林藏巨型「神祕石球」 如童話森林仙境 年吸數千遊客Yahoo 國際通4,848 次觀看・10 小時前
- 2:53【娛樂訪談】黎芷珊談許志安眼濕濕:「有驚喜……唔同咗」Yahoo OMG Videos54,720 次觀看・2 天前
- 1:44史上最小米其林餐廳 墨西哥塔可店「沒有祕訣」專注品質 成功摘星Yahoo 國際通3,739 次觀看・10 小時前
- 1:00《查無此人》電影預告Yahoo Movies HK8,740 次觀看・1 天前
- 1:22早晨天氣節目(05月18日上午8時) - 科學主任李鳳瑩香港天文台2,526 次觀看・10 小時前
- 4:20【娛樂訪談】五屆金像獎得主 - 文念中:心目中得兩位大師Yahoo OMG Videos14,567 次觀看・1 天前
- 0:46蔡天鳳碎屍案 死者前家姑李瑞香申保釋獲批now.com 影音新聞29,128 次觀看・23 小時前
- 3:37黃劍文《三天兩夜》(原唱:張學友)|Yahoo Lunch KYahoo OMG Videos17,482 次觀看・4 天前
熱門必看
- 4:20【娛樂訪談】五屆金像獎得主 - 文念中:心目中得兩位大師Yahoo OMG Videos14,563 次觀看・1 天前
- 2:53【娛樂訪談】黎芷珊談許志安眼濕濕:「有驚喜……唔同咗」Yahoo OMG Videos54,715 次觀看・2 天前
- 4:53黃劍文《凡星》(原唱:陳蕾)|Yahoo Lunch KYahoo OMG Videos58,560 次觀看・4 天前
- 4:32黃劍文《你最珍貴》(原唱:張學友)|Yahoo Lunch KYahoo OMG Videos13,590 次觀看・4 天前
- 3:37黃劍文《三天兩夜》(原唱:張學友)|Yahoo Lunch KYahoo OMG Videos17,482 次觀看・4 天前