Sell Nvidia & Microsoft, Buy Toast: Wealth manger's stock picks

Tech stocks Nvidia and Microsoft may be overextended as the height of AI trends could have already passed. At least according to Mario Veneroso, Kingsview Asset Management Partner — Wealth Manager, who joins Yahoo Finance Live to communicate his bearish stance on the tech giants and bullish position on fintech company Toast — calling the restaurant payment service "phoenix rising through the ashes" in a note — and Dow Inc.