One chip stock and two health names to own for the long run, according to investor Hulick
admin November 5, 2025 0
Tom Hulick, Strategy Asset Managers CEO, has a few innovative companies he’s recommending to investors. Hulick joined CNBC’s ” Power Lunch ” on Monday to give his bullish take on a handful of stocks, including artificial intelligence chipmaker Broadcom as part of the “Power Check” segment. Take a look at what he had to say: Broadcom Hulick, an owner of Broadcom, named the company one of his top investments and noted that it has done “very well with their revenues.” Shares of Broadcom are up nearly 56% year to date and more than 9% this month, with shares booming on confidence around the company’s AI deals. Broadcom in mid-October announced an official partnership with ChatGPT maker OpenAI to jointly build and deploy 10 gigawatts of custom AI accelerators. “We’ve done very well with Broadcom this year,” Hulick said. “They make application specific integrated circuits in comparison to a GPU, which is a graphic processing unit. You can compare an application specific integrated circuit to a scalpel … a GPU would be a Swiss Army knife. So you’re trying to get very specific with a chip to increase efficiency, to reduce power consumption, and also the speed. Broadcom is in this area, and we really like them a lot.” Hulick added that he likes Broadcom because it is a huge chip supplier to hyperscaler tech companies, which he said will be very important for the company’s revenue growth going into 2026 and beyond. Eli Lilly Eli Lilly is a winner for the long run given the company’s GLP-1 medications for to treating type 2 diabetes and obesity, according to Hulick. He highlighted Eli Lilly’s “great pipeline in place,” particularly given one promising drug. “One of the drugs that is currently in phase 3 trials, that’s specifically for those people with A1C issues, is called retatrutide. That has the next-generation GLP drug that’s out there that not only reduces fat, but also does not decrease muscle in your body. That’s one of the issues that they’re improving upon right now in the GLP sector, but this has a broad stroke across health for thousands and millions of people,” the asset manager said. “This is a drug that’s gonna really help them out.” Additionally, Hulick said that Eli Lilly is a play that can ultimately reduce the budget deficit of the United States, given that the company’s products could reduce obesity and target other areas that are responsible for a large chunk of the nation’s health care spending. Eli Lilly shares are up nearly 7% year to date. Intuitive Surgical Intuitive Surgical is another one of Hulick’s picks. The company, which has seen shares rally 23% this month on the back of a strong earnings report, is known for its da Vinci surgical systems and the Ion endoluminal system used for robotic-assisted surgery and invasive care. Shares are up about 5.6% this year. “The Da Vinci robot has created efficiencies in surgery, greater precision, less room per error, less room for infection out there,” Hulick said. “I think ISRG is going to be more prevalent in the next 10 years, where we could possibly see that 100% of the procedures out there are using a robot at some point. This is important to know … we tell our clients we want to be into sectors that are going to evolve over time and specifically, we like Intuitive Surgical.”
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