He Nailed CrowdStrike. Now His Next Big Calls
BNN Bloomberg · Published on October 16, 2026
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Description
Think it’s time to dump Big Tech? Drew Pettit says that could be a huge mistake. Roundhill’s Chief Investment Strategist breaks down why Wall Street earnings revisions keep pushing tech higher—and reveals his 8 must-own stock picks for the rest of 2026. Chapters: 0:00 Intro 0:28 There's always money in the banana stand...and big tech! 0:49 Why are people wrong about tech (answer: revisions, revisions, revisions). 1:13 How to determine if tech stocks are cheap. 1:56 Be careful if you're diversifying away from tech. 2:40 Stock 1: Meta Platforms (META) 3:47 Stock 2: Alphabet (GOOG) 4:31 Stock 3: Micron (MU) 5:22 Stock 4: Samsung (an ETF play) 6:11 Stock 5: Crowdstrike (CRWD) 6:57 Stock 6: Snowflake (SNOW) 7:47 Stock 7: Lumentum (LITE) 8:38 Stock 8: Kirby (KEX) Subscribe to Ticker Take: https://www.youtube.com/user/JonErlichman Sign up for Jon's free investing newsletter! https://jonerlichman.substack.com/ You can also find more of our content here: ● YouTube: https://www.youtube.com/@TickerTakewithJonErlichman ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?... ● Instagram - https://www.instagram.com/jonerlichma... ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast... ● Spotify - https://open.spotify.com/show/2xrbo2v... ● Website - https://www.tickertakeonline.com/ +++ Subscribe to BNN Bloomberg to watch more videos: https://www.youtube.com/BNNBloomberg Connect with BNN Bloomberg: For the latest news visit: https://www.bnnbloomberg.ca For a full video offering visit BNN Bloomberg: https://www.bnnbloomberg.ca/video BNN Bloomberg on Twitter: https://twitter.com/bnnbloomberg BNN Bloomberg on LinkedIn: https://www.linkedin.com/company/bnn-bloomberg -- BNN Bloomberg is Canada’s only TV service devoted exclusively to business, finance and the markets. Subscribe for more: CTV News: https://www.youtube.com/ctvnews CP24: https://www.youtube.com/@CP24 W5: https://www.youtube.com/@OfficialW5 #BNNBloomberg #Canadiannews #Businessnews
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