Not Nvidia Or Super Micro, But These Stocks Have A Better Growth Story Than Tesla And Apple, Says Expert
Portfolio Pulse from Ananya Gairola
Eric Jackson from EMJ Capital highlighted on CNBC's Last Call that Dell Technologies Inc. (DELL) and Arm Holdings Plc (ARM) have a better growth story than Tesla Inc. (TSLA) and Apple Inc. (AAPL), despite the latter's popularity. Jackson emphasized the importance of future growth potential over past performance, suggesting that investors are overlooking Dell and Arm Holdings in favor of more well-known stocks like Nvidia Corporation (NVDA). The AI sector's growth potential is a key factor in his recommendations.
April 09, 2024 | 4:20 am
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POSITIVE IMPACT
Arm Holdings Plc is recommended by Eric Jackson for its growth potential in the AI sector, surpassing even Tesla and Apple.
Given Jackson's positive outlook on Arm Holdings' growth story, especially in AI, this could lead to increased investor interest and a positive impact on its stock price in the short term.
CONFIDENCE 75
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Dell Technologies Inc. is highlighted as having a better growth story than Tesla and Apple, particularly in the AI sector.
Jackson's endorsement of Dell's growth potential, especially in the AI sector, could attract investor interest and potentially drive up the stock price in the short term.
CONFIDENCE 75
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
Apple Inc. is viewed as having a weaker growth story in comparison to Dell and Arm Holdings, according to Eric Jackson.
The perspective shared by Jackson could cause investors to reconsider Apple's growth prospects, potentially leading to a short-term negative impact on its stock price.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 70
NEGATIVE IMPACT
Tesla Inc. is mentioned as a popular stock but is suggested to have a less compelling growth story compared to Dell and Arm Holdings.
Jackson's comments could lead to skepticism among investors about Tesla's future growth potential, possibly affecting its stock price negatively in the short term.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 70