Author: Michael Foster, Contrarian Outlook

With NVIDIA (NVDA) as its biggest holding followed by Microsoft (MSFT), its portfolio is a who’s-who of companies driving the AI boom.

Way overinflated right now, these three names need to be sold now if you hold them, or avoided if you don’t.

A patient income investor can take advantage using the age-old approach of buying low and selling high.

It pays an 8.5% yield holding solid names like 3M (MMM), American Express (AXP), Procter & Gamble (PG) and more.

Paying dividends up to 13%, AI is continuing to drive huge profits.