JPMorgan Spots 15 “Bargain” Tech‑Stocks Despite AI Bubble Fears

Wall Street giant JPMorgan Chase & Co. is stepping into the ring to calm the nerves of tech‑stock investors. In a recent note, the bank’s analysts argue that the latest sell‑off in hardware and networking companies — driven largely by concerns over an Artificial Intelligence bubble — may actually signal the arrival of a buying opportunity. According to the report, JPMorgan identified 15 tech firms with meaningful exposure to AI infrastructure that have already endured steep declines — many falling 10%–30% from their recent highs — yet retain strong fundamentals and leadership positions in their niches. Highlighted names include Dell Technologies Inc., whose shares are down about one‑quarter from late October highs, and Arista Networks, Inc., alongside others like Super Micro Computer, Inc., Pure Storage, Inc. and TE Connectivity Ltd.. These companies were selected for their strong ties to major tech players investing heavily in AI infrastructure. JPMorgan believes the worry around AI overheating might be “over‑blown” and that for hardware and networking companies with solid business models, the risk is significantly priced in. Investors hunting for value, the bank says, could find entry points in this sector. #techstocks #AIBubble #BargainHunting #JPMorganInsights #SlimScan #GrowthStocks #CANSLIM