Looking beyond the AI hype? Nvidia bull loves this 'under-the-radar' tech stock

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Microsoft Corp,NVIDIA Corp,Motorola Solutions Inc

Trent Masters of Alphinity Investment Management says the stock is 'a very beautiful, solid, public safety-focused business.'

Artificial intelligence has been the subject of many recent conversations about investing in tech, with Nvidia, Alphabet and Microsoft grabbing headlines. For investors looking to diversify their holdings , one stock has been " under the radar," according to Trent Masters, portfolio manager at Alphinity Investment Management. Masters named telecommunications company Motorola Solutions , a company he says is "a very beautiful, solid, public safety-focused business.

Masters is bullish on the stock - with Motorola's LMR business is currently in an upgrade cycle in which new devices are charged at higher prices, he said. He added that the company's video security and command center businesses are also gaining more traction in the market. "You've got these three elements backed by public safety government spend.

 

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