Charlie Moon joined Schwab Network’s Big 3 segment to break down three trades across some of the most active names in the AI buildout right now. Here’s his read on the market and exactly how he’s positioning.
Charlie covers:
- Why Alphabet’s earnings reaction has him looking at the downside despite strong fundamentals
- The memory play he believes is the must-watch AI trade right now
- A data center name that has to “prove it” before he commits to the upside
- How he’s keeping risk tight across all three setups in this volatile environment
- What Google’s massive CapEx announcement means for the broader AI trade



