Harvest Portfolio Management CIO Paul Meeks joined Brad Smith on Morning Brief to share his top stock picks for 2025. According to Meeks, the only stocks he supports for growth and valuation are Amazon (AMZN), Nvidia (NVDA), and a few semiconductor companies.
Meeks is optimistic about AI infrastructure building plays in 2025, citing Nvidia as a primary pick. He also likes Advanced Micro Devices (AMD) due to its recent price drop. Other notable mentions include Broadcom (AVGO) and Marvell Technology, which will report earnings tonight.
Source: https://finance.yahoo.com/video/theres-only-2-magnificent-7-153326115.html