Buy these two food stocks and dump this AI play, investor Victoria Greene says
Investors should give preference to Starbucks and Mondelez over Super Micro Computer , according to Victoria Greene , investing chief at G Squared Private Wealth Founding Partner. Greene joined CNBC's "Power Lunch" to break down her views on each name after recent earnings announcements. Here's what she had to say. Starbucks Shares dropped more than 5% on Wednesday after missing expectations of analysts polled by LSEG on both lines for the fiscal second quarter . However, Greene said this is a dip worth snapping up. "It's a long-term buy — I'm not saying the bottom's completely in," she said. Greene said she "loves" the work of CEO Brian Niccol in "turning the ship around." Niccol, who took the helm of the coffee giant last September, has been in the midst of the "Back to Starbucks" turnaround effort, which includes investing more in labor and scaling back on automation plans. Still, Greene said the company needs to keep coffee costs down. "I'm not saying it's going to pop tomorrow, but I really like this stock's future," she said. Starbucks shares are now down 12% in 2025. However, 18 out of 39 analysts rate the company a buy or strong buy, and consensus price targets suggest shares can rebound about 24%, per LSEG. Mondelez Mondelez shares popped more than 3% following the chocolate and snack maker's first-quarter report. The Oreo and Ritz parent beat FactSet consensus estimates for earnings per share and operating income, though revenue came in slightly soft. Greene said she's buying into the rally, as she thinks Mondelez can break out after a bout of sideways trading. She pointed out that Mondelez has handled fluctuating cocoa prices well. "I love the legs behind this stock," Greene said. Mondelez shares have jumped 14% in 2025. Most analysts polled by LSEG have buy ratings, and the average price target implies further upside of 3%. Super Micro Shares tumbled more than 11% on Wednesday following the chip company's weaker-than-expected guidance for earnings per share and revenue in the third fiscal quarter. Greene doesn't see it as a stock worth trying to time. "This is catching a falling knife," Greene said, adding that she could see the artificial intelligence play falling to $18. The stock ended Wednesday at $31.86. Greene added that changes to chip restrictions by the government or spending by corporations can hurt the name. "I'm just not sure this stock is worth the risk here," she said. "Even though you're down doesn't mean you can't go down further." SMCI YTD mountain Super Micro, year to date Despite Wednesday's sell-off, the stock has still risen more than 4% in 2025. The majority of analysts polled by LSEG have a hold rating. But the typical price target suggests shares can surge more than 62% over the next 12 months.
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