VIDEO: Laying Out Our Game Plan Ahead of a Big Week of Earnings
Chris comments on multiple holdings, including Broadcom and Arista Networks.
You're reading 0 of 1 free page.
Register to read more or Unlock Pro — 50% Off Ends Soon
In today’s Pro Portfolio video, Chris Versace covers a lot of ground.
He starts off discussing how we're viewing the recent pullback in Broadcom (AVGO) , as well as Thursday's pop in Arista Networks (ANET) .
We also discuss confirmation points for AI enterprise adoption, including ones from PNC Financial (PNC) , tying them back to some of our latest moves with the Portfolio. And ahead of the winter storm, Chris shares which Portfolio holding should be a prime beneficiary.
Because 32% of the S&P 500 is reporting next week, it will be a big one for the market, and Chris details what he expects from Apple (AAPL) and why we’ll be focused on aggregate capex comments for 2026 from three Portfolio holdings.
At the time of publication, TheStreet Pro Portfolio was long AVGO, ANET and AAPL.
