Texas Instruments (TXN) sold off after what Dan O'Brien called a "largely in-line" earnings report. His reason: more macro risk compared to Texas Instruments' chipmaking peers. However, Dan believes the company found a bottom when it comes to inventory drawdown. On his A.I. picks, he takes investors through names like ASML Holding (ASML), TSMC (TSM), Nvidia (NVDA), and Broadcom (AVGO).

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