NVIDIA, Oracle valuations cheaper than S&P 500 despite massive growth, Adam Johnson says | Fox Business Video

American Ingenuity Fund manager Adam Johnson explains why he is holding onto technology stocks like NVIDIA and Oracle despite the recent pullback, noting their strong earnings growth and attractive valuations relative to the S&P 500.

Adam Johnson, manager of the American Ingenuity Fund, explains his decision to hold major tech stocks like NVIDIA and Oracle despite recent market volatility. He highlights that several leading technology companies continue to deliver double-digit earnings growth while trading at valuations cheaper than the S&P 500. Johnson emphasizes that this growth remains highly sustainable for long-term investors.