The tech rally isn’t just about the mega caps and AI, and why Chinese stocks could rise even higher 7/31/23
CNBC's "Fast Money"
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The S&P 500's Positioning in the Market
There's no question and there's not an unlimited capex supply for spend right now. And I think it has to give somewhere. We're basically at November 21 levels in terms of positioning of active managers. It means people have chased. They've chased a lot back in.
Play episode from 07:50
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