David Dietze’s Picks: SLB, JBS, MOH

David Dietze considers the tightrope the Fed is walking between its dual mandates and shares some of his stock picks. He sees a potential AI bubble, saying to watch whether users are actually willing to pay for the end product. He likes Schlumberger (SLB), JBS (JBS), and Molina Healthcare (MOH).

The Watch List

24 Sep 2025

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