Bears: ‘It's ’99, sell tech’. Bulls: ‘It's ’99, buy tech’. It’s a bit like ’99 in semi insanity, tech dominance and some erratic vibrations. Embrace it or dump your tech stocks?
This market continues to shift within the AI buildout theme toward the area of maximum conviction…How long can it last? How long can AI lift stocks?
When Big Tech spends $650B in a quarter and the Strait of Hormuz stays closed, which story is the market pricing…
Is AI the only game in town and how long can it carry the global markets in the new world?
