# Diversifying Tech-Centric Portfolios: Navigating AI Chip Rallies & Finding New Opportunities

Page: https://stenobird.com/podcast/schwab-network-3074782/diversifying-tech-centric-portfolios-navigating-ai-chip-rallies-finding-new-opportunities
Text version: https://stenobird.com/podcast/schwab-network-3074782/diversifying-tech-centric-portfolios-navigating-ai-chip-rallies-finding-new-opportunities.md
Podcast: [Schwab Network](https://stenobird.com/podcast/schwab-network-3074782)
Published: 2026-07-02T19:17:31+00:00
Episode link: https://podcasters.spotify.com/pod/show/td-ameritrade-network5/episodes/Diversifying-Tech-Centric-Portfolios-Navigating-AI-Chip-Rallies--Finding-New-Opportunities-e3lj348
Audio file: https://anchor.fm/s/f589d064/podcast/play/122309192/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-2%2F427252582-44100-2-118d706772254.mp3
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JSON: https://stenobird.com/v1/public/podcasts/schwab-network-3074782/episodes/diversifying-tech-centric-portfolios-navigating-ai-chip-rallies-finding-new-opportunities
Duration seconds: 524

## Resource

Morningstar's Philip Straehl says his firm and investors are reevaluating the tech space as the trade cools. He believes investors can hold tech but believes in diversifying into underappreciated corners of the space and trimming stocks like Micron (MU), SanDisk (SNDK), and other AI memory companies. He labels Mastercard (MA) and Visa (V) as stocks he likes outside of tech due to their massive consumer moats. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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