Inside Tech Investing: Jed Ellerbroek Breaks Down AI, ASIC Chips & ETF Strategy | Buy Hold Sell

🔥 Get ready for a masterclass in tech investing! On this episode of Buy Hold Sell, co-hosts Tobin Smith (TransformityResearch.com) and Todd M. Schoenberger (CrossCheck Media) are joined by Jed Ellerbroek, CFA—Portfolio Manager at Argent Capital Management—for an electrifying deep dive into today’s hottest equity trends and strategies.

🎯 Key Highlights:

• 🚀 Tech Mega-Trend Alert: Jed explains the rise of in-house ASIC chip development, and how big players aim to reduce dependency on NVIDIA.
• 💾 Tobin shares why he's bullish on Micron chips, while Jed praises Broadcom's moat in the AI ecosystem.
• 📊 Jed reveals his low-turnover, high-conviction equity approach — a focused strategy built on long-term value.
• ☁️ AI Infrastructure Titans: Microsoft, Google, and Amazon dominate Jed’s portfolio thanks to their cloud and enterprise AI capabilities.
• 🔐 Cybersecurity spotlight: Fortinet gets top marks for its resilient business model and visionary leadership.
• 🍎 Jed explains why Argent is underweight Apple, citing a lag in AI-driven innovation.
• 👩‍💻 A shift in software hiring: Startups are favoring experienced engineers over junior coders in the AI race.
• 💡 Tobin recounts market-crisis stories and urges investors to use “imagination” when building future-proof portfolios.
• 📈 ETF launch news: Jed unveils an exciting new way for retail investors to access his winning strategy.
• 🌐 Broader discussion on consumer trends, fiscal policy, and how market psychology impacts investment choices.

💡 If you're serious about navigating the next wave of growth—especially in tech, AI, and equity strategy—this episode is packed with actionable insights.

📺 Listen Now and Gain the Edge.

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🔗 Website: https://crosscheckmanagement.com/

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Guest Bio: Jed Ellerbroek, CFA, brings 20 years of investment experience to Argent’s Large-Cap strategy. A former PNC analyst turned portfolio manager since 2020, he's built a reputation on conviction-driven investing.

📌 Perfect for investors interested in technology, AI, and tactical equity management.

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