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Dissecting the Tech Wreck
What Goes Up
Tech - Is the Supply Chan Distress Going to Last a Little Longer?
i was looking at one of your notes, and i watched one of your recent blomertiv interviews. If we look at earnings trends, tech is likely to lag over the course of 20 22. Your note said the e p s growth pace for these companies may remain below the indexes into the fourth quarter. That sort of diminishes some of these the magmas appeal. So can you, can you go over that f yet yet? Absolutely so.
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