Investing Experts 3 well-positioned AI stocks from Steven Cress
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Dec 3, 2025 Steven Cress, Head of Quant at Seeking Alpha, shares his wealth of investment experience and insight into the world of AI stocks. He highlights Micron and CommScope as strong quant buys, showcasing their solid fundamentals and growth potential. Cress explains the strategy behind purchasing stocks even near their 52-week highs and discusses Seagate's profitability linked to AI demand. He also reflects on quant performance during past market downturns, emphasizing resilience and effective stock selection.
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Quant Scales Fundamental Research
- Quant blends fundamental GARP analysis with computer scale to score ~5,000 stocks daily.
- That lets Seeking Alpha refresh recommendations every trading day versus slow human reports.
Buy During Extended Market Fear
- Buy when fear is extreme because pullbacks often create better entry points.
- Steve Cress says prolonged extreme fear historically presents stronger buying opportunities.
Micron: Strong Fundamentals In Memory
- Micron (MU) ranks top in sector with strong valuation and massive PEG advantage.
- Analysts have been revising earnings up, signalling confidence in memory demand and profitability.