Lee Munson, a former employee of Charles Schwab, recently shared his investment portfolio on the Schwab Network, revealing that he owns shares of Nvidia (NVDA) and Advanced Micro Devices (AMD). Munson, who is also bullish on Alphabet (GOOG) and Amazon (AMZN), focuses on investing in companies that stand to benefit from the expansion of artificial intelligence (AI) by large corporations.
As the Chief Investment Officer of Portfolio Wealth Advisors, Munson’s views on AI stocks are quite optimistic. He believes that both NVDA and AMD are well-positioned in the AI space, as they manufacture chips that are crucial for AI development. In contrast, Munson sees GOOG and AMZN playing a role in enhancing AI capabilities through additional components.
According to Munson, significant revenue opportunities lie ahead for companies that innovate with AI technology. He emphasized the importance of identifying larger companies that can deliver impactful use cases involving AI, highlighting the potential for substantial returns in this sector.
In terms of AMD, Munson believes that investors are underestimating the company’s gaming business. He pointed out that there is a growing demand for gaming chips among younger consumers, signaling a potential growth opportunity for AMD in this market segment.
While recognizing the potential of NVDA, Munson remains confident that AI stocks offer greater promise for higher returns in a shorter timeframe. He referenced a specific AI stock that has shown growth since the beginning of 2025, outperforming popular AI stocks that experienced a decline. For investors seeking promising AI stocks trading at attractive valuations, Munson recommended exploring a report on the “cheapest AI stock” for potential investment opportunities.
In conclusion, Munson’s insights on AI stocks and his investment strategy reflect a forward-looking approach to capitalizing on emerging technologies. As the AI industry continues to evolve, identifying companies at the forefront of innovation could lead to significant investment returns. For more information on the best AI stocks to buy now and insights from top investors, readers can explore additional resources provided by Insider Monkey.
Disclosure: None. This article was originally published at Insider Monkey.
