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Squawk on the Street
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The Home-Spun Super Cycle of Tech
"I just think that what I saw yesterday is better than the picture phone that Jensen was offered," says David Frum. "We're about to have a genuine home-spun super cycle of tech, not unlike the cold super cycle or perhaps even this new fracking sand super cycle", he adds. BMO's Brian Belsky takes his year-end target to 4550 gym; it's clear market resilience is here to stay.
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