Michael Landsberg on AI Beyond NVDA, Stock Picks in CSCO, CRWD & V

Michael Landsberg on Schwab Network said investors who “stayed the course” benefited from strong U.S. earnings and market breadth. He argued the AI trade is broader than just Nvidia and described the current environment as a stock‑pickers’ market, encouraging diversification beyond NVDA. Landsberg named several individual ideas to watch — including Cisco and CrowdStrike — as alternatives for investors seeking exposure to AI and secular growth themes. The commentary is constructive for equities overall, signaling bullish sentiment for selected tech and AI‑exposed names rather than a narrow, NVDA‑centric rally.