‘Play in the Middle’ of the AI Trade as it Disrupts Software Sector: EME, APH, LRCX

The Street is finally realizing that Palantir (PLTR) is an AI stock, argues Brian Mulberry as the stock pops after earnings. “The market is really looking at software that AI can take over,” he explains, meaning traders need to filter names in the sector carefully. He wants to play “in the middle” between software and memory. His picks now include Emcor (EME), Amphenol (APH), and Lam Research (LRCX). Brian also shares his opinions on the Mag 7 stocks.

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