Buy Hold Sell: Jed Ellerbroek (Argent Capital) on ASICs, AI Infrastructure & New ETF Strategy

Join ⁠Tobin Smith⁠ (⁠TransformityResearch.com⁠ CIO) and ⁠Todd M. Schoenberger⁠ (CEO, ⁠CrossCheck Media⁠) as they welcome ⁠Jed Ellerbroek⁠, CFA, Portfolio Manager at ⁠Argent Capital Management⁠ in St. Louis, MO. In this insightful episode:

🎯Jed discusses the tech mega-trend of in-house ASIC development, aimed at reducing reliance on NVIDIA.

🎯Tobin highlights his bullish stance on Micron memory chips, while Jed praises Broadcom’s commanding position.

🎯Jed shares his concentrated, low-turnover equity strategy and his selection process—from the largest US companies down to a select, “enduring businesses” portfolio.

🎯The trio dives into AI infrastructure, naming Microsoft, Google, and Amazon—Argent’s top holdings—and noting growth driven by cloud adoption.

🎯Cybersecurity gets attention too, with Fortinet lauded for strong management and resilience.

🎯Jed explains their underweight position in Apple, citing a need for more AI-driven products, and shares how software hiring trends are shifting towards experienced coders.

🎯Market dynamics, from consumer spending to political policy, frame the backdrop for this episode.

🎯Tobin shares market-crisis anecdotes, emphasizing the power of imagination in portfolio strategy.

🎯Jed announces the launch of an ETF version of his strategy, and the hosts discuss the growing influence of retail investors.

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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