Amid valuation concerns, Winthrop Capital chief investment officer Adam Coons joins Wealth with Brad Smith to discuss where he sees opportunities for investors.
The strategist tells Yahoo Finance he sees the cybersecurity sector as an opportunity to “play in artificial intelligence without getting into the FOMO trade.” He highlights Fortinet (FTNT) and CrowdStrike (CRWD) as top stock picks.
“That’s a pie that we know is going to grow and has a little bit more forecast ability, unlike some of the different components within AI,” Coons says.
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