Laffer Tengler CEO and CIO Nancy Tengler speaks on Micron’s AI driven growth and SpaceX’s ceiling on ‘Making Money.’
Nancy Tengler, CEO and CIO of Laffer Tengler, discusses Micron’s exceptional growth driven by AI secular tailwinds and strong data center demand, including high-bandwidth memory. She likens SpaceX’s long-term investment potential to Amazon’s early days, emphasizing its vertically integrated AI capabilities. Tengler also breaks down AbbVie’s strategic acquisition of Apogee Therapeutics, highlighting its complementary fit within existing franchises in eczema and asthma.
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