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Kevin Mahn on Schwab: Why We Created ‘AIR 7:’ NVDA, GOOGL, MU & TSM

Some of the companies that sent the stock market to record highs need a second glance, says Kevin Mahn. He only has Nvidia (NVDA) and Alphabet (GOOGL) in what he’s calling the “AIR 7,” or “AI revolution-related” stocks. Some other names Kevin has in the group: TSMC (TSM), Micron (MU), and Vertiv (VRT). He also previews Nvidia’s (NVDA) earnings as the Mag 7 giant readies to report Wednesday.

Click to watch the complete discussion on the Schwab Network

Hennion & Walsh Asset Management currently has allocations within its managed money program and Hennion & Walsh currently has allocations within certain SmartTrust® Unit Investment Trusts (UITs) consistent with the several of the portfolio management ideas and/or companies discussed.