Consider this Nvidia derivative stock ahead of the AI darling’s earnings this week, investment chief says
CrowdStrike could be deserving of investor attention this week as all eyes are on Nvidia, according to MJP Wealth Advisors chief investment officer Brian Vendig. Vendig sat down with CNBC’s “Power Check” on Monday to discuss the cybersecurity stock, as well as two others that he said he has his eyes on. CrowdStrike Shares of CrowdStrike have advanced more than 22% so far in 2025. The company is a partner of Nvidia, with both firms collaborating on large-language models . Vendig said that CrowdStrike is benefiting from a strong pipeline of deals thanks to customer adoption of its Charlotte AI, and also noted that there could be an opportunity for investors to buy the dip while others look to take some profits. CRWD YTD mountain CrowdStrike stock in 2025. “It’s using AI as a means to be more efficient in the way that it runs its business model…the way that we look at this stock for our investors and for ourselves is as something that we want to own,” Vendig said. “[W]e definitely recognize that the price-to-earnings ratio is a little bit higher than some of its peers, so I think if you get a move in earnings and the stock pulls back, this could be a good entry point,” he added. Affirm Vendig said that while he remains a fan of the buy-now-pay-later company overall, he thinks investors should stay away from Affirm for the time being because it’s too expensive. “I look it as a little bit more of ‘sell now, buy later,'” he said. “I think from a price to earnings [standpoint] it’s had a good run…but at the same point in time when I think about how management forecasts its outlooks, [it] always seems to be a little bit cautious. AFRM YTD mountain Affirm stock in 2025. “So if they set a low bar to jump over again, it might be something to look at again from a pullback and opportunity perspective,” he added. Shares have gained more than 29% so far this year. Dollar General Investors should stay on the sidelines when it comes to Dollar General , Vendig said, especially given the macroeconomic uncertainty that’s lingering in the U.S. tied to trade and policy, “If you’re an investor, it’s definitely a hold,” Vendig said. “If you’re concerned about policy decisions moving forward, but you don’t have a 100% view on trade and tariffs…that’s a company that’s going to do a little bit better. That’s why right now I think it’s a ‘wait and see’ knowing that some of those policy decisions are still out there.” DG YTD mountain Dollar General stock in 2025. Stock in the discount retailer has advanced more than 48% so far this year.
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