Nvidia is the clear pick amid the hype around companies in the artificial intelligence space, according to Tim Seymour, founder and chief investment officer of Seymour Asset Management. Conceptually, Nvidia is the "AI buy" in terms of its software and hardware capabilities, he said Thursday on CNBC's "Fast Money." To be sure, other "Fast Money" traders aren't as bullish on current AI candidates. "Today's selloff makes a lot of sense," Private Advisor Group's Guy Adami said, referring to the fall in Microsoft shares. When asked to consider Microsoft and Alphabet , investor and "Fast Money" panelist Bonawyn Eison picked Microsoft for safety and Alphabet for the long term, saying he thinks the Google parent stands to gain more upside.

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