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跳出AI炒作浪潮:英伟达看涨者力荐的“低调”科技股

Breaking out of the AI hype: the "low-key" tech stock recommended by call enthusiasts for Nvidia.

Golden10 Data ·  Jun 20 16:32

In the AI boom, nvidia call supporters recommend low-key motorola solutions company, emphasizing its steady performance in public safety field.

Artificial intelligence has become a hot topic in recent discussions of technology investments, and NVIDIA (NVDA.O), Alphabet (GOOGL.O), and Microsoft (MSFT.O) have frequently made headlines. For investors who want to diversify their investments, Trent Masters, portfolio manager at Alphinity Investment Management, points out that there is a stock that has been "keeping a low profile"-Motorola Solutions (MSI.N), a telecommunications company. He believes that this is a "very excellent, stable, and focused on public safety enterprise." "This is a company that is understated but very much worthy of our long-term hold," said Masters, who is optimistic about NVIDIA and AI.

"When people think about Motorola, they think about phones, but this is actually a completely different business," Masters said in a recent interview. "The phone business has all but disappeared, and now the business is essentially about promoting public safety." He added that, according to Masters, "about 70% of the business" is focused on land mobile radio (LMR), which is a walkie-talkie used by emergency responders to communicate. The rest of the business includes video security and building command center departments. Masters is optimistic about Motorola's stock, saying that the LMR business is currently in an upward cycle and that new devices charge more. He also added that the company's video security and command center businesses are becoming increasingly popular in the market. "You have these three major business areas that are backed by public safety and government spending. Even if you think the environment looks a bit uncertain, spending won't really decrease," he added. Overall, this is a "very, very strong, high-quality composite business," said Masters. "Performance continues to be strong, and it is truly a composite winner," he added. Masters pointed out that AI is not the "key driver" of the company, nor is it a purely gaming company like NVIDIA and Microsoft, but he said that in some "potential blank" areas, the company can use AI to "promote growth." One possible use is Motorola's video security solution, which Masters pointed out that AI will help identify whether someone is carrying a firearm into a school and "control" the entrance to the school.

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Motorola's stock, traded on the NYSE, has risen more than 23% year-to-date and more than 30% in the past 12 months. According to FactSet data, of the 15 analysts covering the stock, nine give buy or shareholding ratings, and six hold ratings.

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