Zacks Market Edge · Zacks Investment Research

AI Stock Fatigue: Buy the Dip

August 22, 2025·34 min·3 clips
Palantir's price-to-sales ratio hits 108, a level Tracy Reineck calls absurd for a stock with good fundamentals.
Tracy Reineck analyzes AI stock pullbacks, arguing that value investors should focus on infrastructure plays like NVIDIA, Vertiv, and Modine, while avoiding overvalued names like Palantir. She provides specific valuation metrics and buying opportunities amid recent market weakness.

As heard by us

A practical pullback scan for AI infrastructure names, anchored in valuation and growth.

Reineck treats the AI selloff as a test of whether the pullback is a setup or a warning, and she keeps the focus on valuation and growth rather than panic.

Read the full review in PlayNext →

Why you'd press play

You get a live read on whether the AI infrastructure pullback is buyable.

Read the full recommendation in PlayNext →
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