Adam Johnson calls AI tech pullback a 'phenomenal buying opportunity'

Name: Adam Johnson calls AI tech pullback a 'phenomenal buying opportunity'
Uploaded: 2026-07-25T00:05:59Z
Duration: 1 min 18 s
Description: Bullseye American Ingenuity Fund Portfolio Manager Adam Johnson explains why fears surrounding massive AI capital expenditures are misunderstood, pointing to record profit margins and highlighting Nvidia and Micron as strong buys.

Maria Bartiromo's Wall Street · FBN · Aired Jul 25 · 1m 18s

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Bullseye American Ingenuity Fund Portfolio Manager Adam Johnson explains why fears surrounding massive AI capital expenditures are misunderstood, pointing to record profit margins and highlighting Nvidia and Micron as strong buys.