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☆ Samsung or SK Hynix? One Nvidia supplier is the better AI play, the pros say
▼ + stars: | 2024-05-06 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Two stocks have dominated the memory chip market: Samsung and SK Hynix . SK Hynix is already the primary supplier of HBM3 chips to Nvidia's AI chipsets. SK Hynix Trent Masters, global portfolio manager at Alphinity Investment Management, says he prefers SK Hynix. Nam Hyung Kim, partner at Arete Research, also prefers SK Hynix, giving it a buy rating and Samsung a neutral rating. "[But I] also anticipate a buying opportunity on SK Hynix once it is adjusted due to intensifying competition in HBM3E," said Kim.

Persons: TSMC, Masters, Nam Hyung Kim, Nam, Sung Kyu Kim, Kim, —, Sheila Chiang Organizations: Big Tech, Nvidia, Samsung, SK Hynix, South, South Korean, CNBC, SK Hynix Trent Masters, Alphinity Investment Management, Micron, SK Hynix's, Arete Research, Daiwa Locations: Asia, Pacific, HBM3, HBM3E

☆ Incumbent AI players will dominate smaller ones in the short term: Portfolio manager
▼ + stars: | 2024-03-28 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIncumbent AI players will dominate smaller ones in the short term: Portfolio managerTrent Masters, global portfolio manager at Alphinity, says a "technology platform shift" usually "opens up the universe for a whole lot of new players to come in and displace the incumbents." But, he adds, when it comes to artificial intelligence, the incumbents are the ones likely to reap most of the benefits, given the "sheer amount of capital" required and the "breadth of data sets" they have.

Persons: Trent Masters

☆ Analysts are so bullish on this global chip stock they keep naming it as their top pick
▼ + stars: | 2024-01-30 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

One stock frequently showed up among analysts' top calls this month: South Korean chipmaker SK Hynix . In December, HSBC raised the price target for the stock from 150,000 Korean ($112) won to 180,000 Korean won ($134). "We also expect positive impact from ongoing AI demand on expanding On-device AI adoption. For global investors who wish to buy SK Hynix shares, its shares are listed on the Korea Stock Exchange and its depository receipts are listed on the Luxembourg Stock Exchanges. Investors can also buy into SK Hynix via the ETF route.

Persons: Trent Masters, CNBC's Michael Bloom Organizations: Korean chipmaker SK Hynix, SK Hynix, Nvidia, SK Hynix's, UBS, HSBC, Korean, Trent, Alphinity Investment Management, CNBC, Samsung, SK, Korea Stock Exchange, Luxembourg Stock Exchanges, Franklin FTSE, Franklin FTSE South Korea ETF, Korea ETF Locations: Franklin FTSE South Korea, Korea

☆ 'A trove of rebound opportunities': Strategists turn bullish on biotech and more, picking top stocks
▼ + stars: | 2024-01-17 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

2023 wasn't a good year for the health-care sector, but some investors expect it to make a comeback this year — highlighting biotech and medical tech as areas to watch. But now, Citi believes that "astute investors may find themselves with a trove of rebound opportunities." Citi's top picks in biotech include Biomea Fusion , Alnylam Pharmaceuticals , and Immunovant . Jared Holz, health-care sector strategist at Mizuho Securities Americas, named biotech firm Biogen as one of his top trading ideas for 2024. "Biotech has commanded everyone's attention, but the recovery of many best-in-class medical device companies post the GLP-1 selloff has been remarkable," Orton said.

Persons: There's, Jared Holz, Biogen, Trent, medtech, Matt Orton, Orton Organizations: Citi Global Wealth Investments, U.S . Healthcare, Citi, Biomea, Alnylam Pharmaceuticals, Mizuho Securities Americas, Biogen, medtech, Raymond James Investment Management, Medical, Biotech, Abbott Laboratories Locations: U.S, Alphinity, medtech

☆ Portfolio manager explains why Microsoft is his pick for the AI investment theme
▼ + stars: | 2023-08-02 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPortfolio manager explains why Microsoft is his pick for the AI investment themeTrent Masters of Alphinity cautions investors to be selective when investing in the artificial intelligence space.

Organizations: Microsoft, Trent

☆ ASML shares surged more than 30% this year. Here's where Wall Street sees the stock going
▼ + stars: | 2023-07-20 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

Shares of ASML have soared this year on the buzz around semiconductor firms and artificial intelligence. He added that the risk posed by the China restrictions represents about 5% of its revenue and backlog. But he described ASML as a very high quality business that will benefit from the growth of the semiconductor market. He predicts that semiconductor market revenue will be worth about $1 trillion in 2030. Analysts covering the company gave its Netherlands-listed shares potential average upside of nearly 13%.

Persons: ASML, Trent Masters, Masters, Morgan Stanley, Jefferies, — CNBC's Michael Bloom Organizations: Nvidia, Samsung, CNBC, UBS, ASML, Trent, NVIDIA, Analysts Locations: Netherlands, U.S, China, Alphinity

☆ This A.I. stock has a unique 'secular bull trend,' market technician says
▼ + stars: | 2023-07-12 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Electronic design company Cadence Design Systems is a stock to watch in the artificial intelligence space, according to Katie Stockton, founder and managing partner of Fairlead Strategies. "Cadence Design is one stock that's just been forging higher, stair-stepping higher, if you will," Stockton said during a special PRO Talks roundtable on A.I. The stock has outperformed in both 2022 and so far in 2023, with Stockton noting the stock was one of few in the AI space to not underperform the broader market last year. And Stockton said some short-term gauges suggest the stock can push through what she described as a short-term consolidation period. More than four out of every five analysts rate the stock a buy, according to Refinitiv.

Persons: Katie Stockton, Stockton, It's, Trent Masters, Masters Organizations: Cadence Design Systems, CNBC, Cadence, Trent, Alphinity Investment Management Locations: Stockton

☆ CNBC Pro Talks: A.I. investors share their best stock picks in a roundtable discussion
▼ + stars: | 2023-07-12 | by ( Yun Li | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Pro Talks: A.I. investors share their best stock picks in a roundtable discussionArtificial intelligence was one of the main drivers of the first-half rally this year. Enthusiasm around the sector has helped stocks rebound from the 2022 lows in a big way, leaving some wondering if new highs are still to come. In a special CNBC Pro Talks roundtable, top AI investors, Trent Masters, Paul Meeks, Adam Johnson, and special guest, market technician Katie Stockton, give their analysis of some of the best AI stocks and discuss their investment plays for the second half of the year.

Persons: Trent Masters, Paul Meeks, Adam Johnson, Katie Stockton Organizations: CNBC, Trent

☆ Market downturn more likely than not in second half of the year, portfolio manager says
▼ + stars: | 2023-06-15 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket downturn more likely than not in second half of the year, portfolio manager saysTrent Masters, global portfolio manager at Alphinity, shares his market predictions for the second half of 2023.

Persons: Trent Masters Organizations: Alphinity

☆ 'Really exciting': Fund manager picks A.I. stocks and names an opportunity 'we haven't seen yet'
▼ + stars: | 2023-05-16 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Big tech isn't dead, according to portfolio manager Trent Masters, who identified his favorite stocks to play artificial intelligence and more. While there were minimal changes to earnings estimates in aggregate, this was better than feared heading in," said Masters, global portfolio manager at Sydney-based Alphinity. Masters said that one "really exciting area" yet to be explored is the creation of verticals that sit on top of large language models like ChatGBT. Large language models, or LLMs, are programmed to understand human language and generate responses based on large sets of data. Microsoft Masters said Microsoft is "the first port of call" for investors who want to delve into AI.

☆ Alphabet or Microsoft? Analysts predict which stock will come out on top
▼ + stars: | 2023-01-23 | by ( Weizhen Tan | ) www.cnbc.com time to read: +3 min

Analysts say the platform could be a threat to Google's bread-and-butter search business . Alphabet and Microsoft compete in the cloud business. Neither stock did well in the past year, with Microsoft dropping more than 20%, and Alphabet tumbling over 30%. According to FactSet, analysts covering the stock gave it 21% upside on average, while 91% gave it a "buy" rating. According to FactSet, analysts covering Alphabet gave it 35% upside on average, while 92% gave it a buy rating.

☆ 2023 is set to be tough — but this 'exceptional' stock is rock solid, fund manager says
▼ + stars: | 2023-01-19 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Masters highlighted a core stock in his portfolio that he described as having "quite exceptional performance": luxury powerhouse LVMH . "LVMH — very, very powerful business, very strong house of brands, the performance has been quite exceptional. LVMH owns companies ranging from luxury brands Louis Vuitton and Givenchy, to cosmetics names such as Fenty Beauty by Rihanna. "What we have seen post Covid is a real bifurcation between consumers, and this has flowed through to stronger performance among luxury brands. "Today, the performance of their business and the execution has been rock solid.

☆ 'Absolutely unique': Fund manager names 2 stocks to play the semiconductor sector
▼ + stars: | 2023-01-18 | by ( Zavier Ong | ) www.cnbc.com time to read: +3 min

The iShares Semiconductor ETF is up 11% this year, in stark contrast to the index's 35.8% decline in 2022. Semiconductor chips are an important component of EVs, and it is for that reason that veteran fund manager Trent Masters is bullish on Arizona-based semiconductor supplier company ON Semiconductor . Masters said a driver-assisted traditional vehicle has about $150 worth of electronic content, while a "Level 5" autonomous vehicle has about $1,600 worth of electronic content. An 'absolutely unique' business Masters is also a fan of Dutch chip firm ASML . The company sells $200 million extreme ultraviolet lithography machines , which are required to make the most advanced chips, to semiconductor manufacturers like Taiwan Semiconductor Manufacturing Company.

☆ Thinking of jumping back into Big Tech? This investor is wary of 2 stocks in particular
▼ + stars: | 2023-01-18 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Investors have been getting back into tech stocks, with the tech-heavy Nasdaq leading all three major Wall Street indexes since the start of the year, rising over 6%. But fund manager Trent Masters of Alphinity Investment Management isn't convinced — and told CNBC Pro Talks last week which two Big Tech stocks might be worth avoiding for now. He doesn't own any Big Tech names at the moment, except for a "residual position" in Apple. Meta Masters told CNBC Pro there are "genuine questions" over a few companies' business models — and Meta is the "most exposed" of the lot. Apple Masters said the latest iPhone release was "fairly tepid" as "there wasn't really much in terms of product iteration."

☆ Fund manager names two U.S. stocks he thinks might not survive 2023
▼ + stars: | 2023-01-16 | by ( Ganesh Rao | ) www.cnbc.com time to read: +4 min

Businesses that relied on "free and infinite capital" are now facing a harsh reality, according to fund manager Trent Masters, and could even go bankrupt. Carvana One company that falls into this category is online car dealer Carvana , Masters told CNBC Pro Talks . Affirm Masters also said that some buy now pay later (BNPL) companies, like consumer credit lender Affirm, were coming under strain in the current market conditions. Shares of Affirm Holdings have fallen by more than 80% over the past year to $12 a share. AFRM 1Y line Shares of credit lender Affirm have fallen by more than 80% in the past 12 month

☆ Want a recession-proof portfolio? Fund manager names two stocks that could fit the bill
▼ + stars: | 2023-01-13 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

Investors looking for stocks to ride out a recession may want to consider NextEra Energy and cyber security firm Fortinet , according to one fund manager. The remaining 40% of revenues come from its NextEra Energy Partners subsidiary, one of the biggest wind and solar generators in the United States. When asked by CNBC's Mandy Drury to name recession-proof stocks, Masters said NextEra Energy fit the bill. The fund manager said Fortinet would likely see revenue growth this year despite a global recession as companies fear being hacked amid an increase in online crime. Masters manages the Alphinity Global Equity Fund, which outperformed the MSCI World Index last year.

☆ CNBC Pro Talks: Portfolio manager Trent Masters on how to beat the market
▼ + stars: | 2023-01-12 | by ( ) www.cnbc.com time to read: +2 min

Stock markets around the world had a horrible 2022, but veteran fund manager Trent Masters sees a brighter side to last year's market turmoil. "I'm quite encouraged by what has happened over 2022 because I think markets have become fundamentally disconnected from the underlying drivers. And so, I think what we are seeing now, particularly across tech, is a very healthy focus on profitability," Masters, portfolio manager at Alphinity Investment Management, said in the latest installment of CNBC Pro Talks. The cybersecurity sector outperformed the broader tech sector last year, and Masters remains bullish on its longer-term prospects. On the beaten-down semiconductor sector, Masters still sees opportunities in the space, naming one company with exposure to the electric vehicle transition and another that is "absolutely unique" in what it does.

☆ CNBC Pro Talks: Portfolio manager Trent Masters shares how to beat the market — and his top stock picks
▼ + stars: | 2023-01-11 | by ( Cnbc.Com Staff | ) www.cnbc.com time to read: +3 min

Global stocks were hit hard in 2022, with the MSCI World Index falling almost 20%. Join CNBC's next Pro Talks for insights on how to play the market in 2023. Watch the next Pro Talks here . Join CNBC's next Pro Talks for insights on how to play the market in 2023. Watch the next Pro Talks here.

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