Jeff McClean on AMZN, GOOGL & Strength and Opportunities Beyond Big Tech

Earnings momentum remains intact despite inflation and geopolitical noise, with Jeff McClean, CEO of Solidarity Wealth, pointing to AI-driven CapEx as the key market driver. Amazon (AMZN) and Alphabet (GOOGL) stand out, though he says Meta Platforms (META) faces questions on spending returns. Beyond tech, Jeff sees Bloom Energy (BE), Pitney Bowes (PBI), Booking Holdings (BKNG), and Atlanta Braves (BATRA) as unique stock opportunities.

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