Ghabour: September Will Create Buy Opportunity, MU & MRVL Strong Outlook

Eddie Ghabour is telling clients to expect a ramp in volatility during September, which he sees opening the door to a "buy the dip" opportunity. He goes in-depth on how he's positioning portfolios, from buying gold ahead of the anticipated pullback, to AI chips like Micron (MU) and Marvell (MRVL) afterward. Outside of tech, Eddie names the healthcare as the sector to watch, naming Eli Lilly (LLY) as a leader due to its GLP-1 leadership.