The Case for Tech in 2023 & Hardware Predictions for Next Year 12/30/22
TechCheck
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Streaming - I'm Long on a Few of the Best Companies in the Space.
Frank Holland: You're very long on two streaming companies. Aren't we in the very early innings of streaming? We still have some mega sport skills to be sorted out, maybe even consolidation. Netflix's case is that it's already had such a big run off bottom. It's getting crowded and who the winners will ultimately be has yet to be decided.
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