Clayton Allison's Top Picks in ETN, NEE & AVGO Amid Historic AI Buildout
Youtube·2026-01-27 20:00

Clayton Allison, portfolio manager at Prime Capital Financial, is joining us now. And we've seen tech lead and lead and lead and AI has been the talk and the capex spending. And now I use Jensen Wong's quote about infrastructure buildout being the largest in human history.Um, is tech going to lead in 2026 in your opinion. Well, first off, thanks Nicole for having me. And it's hard to say which sector is going to lead in 2026, but obviously the mega caps are comprised primarily of tech names.A lot of those b ...

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