Elor Kahalany on MU Highlighting AI Bottlenecks, NOW Strength & HIMS Unsung AI Stock

Elor Kahalany believes AI investments are moving from the hyperscalers to bottlenecks. Just turn to Micron's (MU) rally driven by memory demand as an example. He points out how investors can find bottlenecks in the AI trade and highlights stocks he believes have room to run, from Mag 7 names like Alphabet (GOOGL) to beaten down software stocks like ServiceNow (NOW). Elor raises eyebrows when he points to Hims & Hers (HIMS) as an unsung AI company. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about