Okay, Computer: Tech Earnings Roundup with Deirdre Bosa, Gene Munster & Carter Worth
RiskReversal Pod
00:00
The Rise of the Mega Cap Tech Market
I think when we went into this earnings season and actually for the last couple of earnings seasons, there were such high expectations. And the mega cap tech companies have basically had to just do enough to keep the rally going. So I think it's interesting that what's clear is that investors are heading for the door in a lot of the most crowded, much loved trades.
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