US Top News and Analysis | Microsoft and Nvidia finally became cheap enough for this value investor – and he plans to buy any dips AI generated summary, Read the full article for complete information. Chris Grisanti, chief market strategist at MAI Capital Management, recently decided to add Microsoft and Nvidia to his value‑focused portfolio after both stocks became price‑attractive following early‑year weakness. Managing the MAI Focused Equity Strategy with $3 billion in assets, Grisanti targets companies trading at least one standard deviation below their historical P/E ratios, backed by solid balance sheets and dividends. He noted that Microsoft, now trading around 19.6× next year’s earnings—nearly two standard deviations below its six‑year average—offers about 30% upside if re‑rated, while Nvidia, trading at roughly 18× forward earnings, could see up to 60% upside if it returns to its historical 30× multiple. Both holdings are now his third and fourth largest positions, and he plans to buy any further dips, provided valuations remain reasonable and the AI‑driven growth narrative holds. Read more: https://www.cnbc.com/2026/04/29/microsoft-nvidia-became-cheap-enough-for-this-value-investor.html #Microsoft #Nvidia #ChrisGrisanti #MAICapitalManagement