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Three of the stocks on this "hold forever" list look like fairly strong buys today. They are also heavily involved in the artificial intelligence (AI) arms race, and well positioned to take advantage of the massive technological shift that we're undergoing.

Jim Lebenthal, Chief Equity Strategist at Cerity Partners, joins CNBC's "Halftime Report" to detail his latest portfolio moves.

Both Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Amazon (NASDAQ: AMZN) fell following their Q4 results over the past few weeks. It wasn't for the strength each displayed in Q4; rather, it was ...