
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"
00:00
The Churn Within the Tech Sector
Timothy Stanley: We've seen this market that is does feel uneven, but we're talking about the broadening out that's happening right now. But if things do start to slow and let's just say the pull forward was on the valuation front, not as much on the fundamental front, then you have a little bit of a problem. He says it seems like we might be in for the same sort of thing where we added down 20 some percent move in the S&P 500 last year. And who knows what next year maybe next year is the year of a 20% or 20 point VIX, not a 14 VIX.
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