Value investor Grisanti says Microsoft and Nvidia got cheap enough to buy

MAI Capital Management strategist Chris Grisanti told CNBC he bought Microsoft and Nvidia in the first quarter after valuations improved.

Chris Grisanti, chief market strategist at MAI Capital Management, said Microsoft and Nvidia became attractive enough for him to buy in the first quarter, according to a CNBC report published Wednesday.

The move is notable because both companies have been among the market’s most closely watched megacap technology stocks, and value-oriented investors have often been cautious about paying high prices for dominant growth names. Grisanti’s comments suggest that recent pricing gave him a more favorable entry point.

CNBC reported that Grisanti bought into the megacaps during the first quarter and plans to buy any dips. The available report did not specify the size of the purchases, the exact timing of the trades or the valuation levels that prompted the decision.

For investors, the remarks point to a broader question now facing the market: whether some of the largest technology companies can still appeal to buyers focused on price discipline after years of strong investor demand. Grisanti’s stated approach indicates he is willing to add exposure if the shares pull back further, rather than treating the first-quarter buys as a one-time trade.

Microsoft and Nvidia remain central names for market watchers, but the next test for value-minded buyers will be whether future declines offer enough margin of safety to justify additional purchases.