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)

In this episode of Ticker Take, we sit down with Drew Pettit, Chief Investment Strategist at Roundhill Investments, to look at what’s driving the market into year-end.

After successfully pinpointing names like Nvidia, CrowdStrike, and Teradyne for 2026, Pettit shares why his bullish thesis comes down to three words: revisions, revisions, revisions.

In this episode, we cover:
• Why Wall Street profit estimates remain too low, even in a volatile macro environment
• How the PEG ratio reveals why the Magnificent Seven are still attractive compared to small caps
• 8 stock ideas for the final stretch of 2026, paired with Bloomberg analyst data

Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice.

Thanks to Drew for joining us! Learn more about him here:

https://blog.roundhillinvestments.com/author/drew-pettit

Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take" with deep dives, briefings, guest notes, and more!
● Investing newsletter: https://jonerlichman.substack.com/
● Behind-the-scenes newsletter: https://carolinelesley.substack.com/p/the-take-down

Listen to the podcast & give us a 5-star rating:
● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf

Connect with Jon & Ticker Take:
● X: https://x.com/JonErlichman
● Website: https://www.tickertakeonline.com/

Exec Producer / Co-Host: Caroline Lesley

About Jon:
I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take."

#stocks #investing #technology

Think it&rsquo;s time to dump Big Tech? Drew Pettit says that could be a huge mistake.
Roundhill&rsquo;s Chief Investment Strategist breaks down why Wall Street earnings revisions keep pushing tech higher&mdash;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)
In this episode of Ticker Take, we sit down with Drew Pettit, Chief Investment Strategist at Roundhill Investments, to look at what&rsquo;s driving the market into year-end.
After successfully pinpointing names like Nvidia, CrowdStrike, and Teradyne for 2026, Pettit shares why his bullish thesis comes down to three words: revisions, revisions, revisions.
In this episode, we cover: &bull; Why Wall Street profit estimates remain too low, even in a volatile macro environment &bull; How the PEG ratio reveals why the Magnificent Seven are still attractive compared to small caps &bull; 8 stock ideas for the final stretch of 2026, paired with Bloomberg analyst data
Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice.
Thanks to Drew for joining us! Learn more about him here:
https://blog.roundhillinvestments.com/author/drew-pettit
Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take" with deep dives, briefings, guest notes, and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-the-scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
Listen to the podcast &amp; give us a 5-star rating: ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
Connect with Jon &amp; Ticker Take: ● X: https://x.com/JonErlichman ● Website: https://www.tickertakeonline.com/
Exec Producer / Co-Host: Caroline Lesley
About Jon: I&rsquo;ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take."
#stocks #investing #technology

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take, Ticker Take makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take,&nbsp;Ticker Take&nbsp;makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.

Ticker Take

8 Must-Own Stocks for the Rest of 2026

https://api.omny.fm/orgs/4809bc8a-e41a-405c-93da-a8cf011df2f4/clips/c60eeffc-a04e-4bab-9c35-b4e201052807/transcript