Surveillance: Fed's Pain Threshold with Misra
Bloomberg Surveillance
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The Rise of the Cloud Story
We're starting to see some stabilization relative to what we saw in December and January, at least from an enterprise spent. I think this earnings season is something that more investors are ultimately going to start to then dive back into tech rather than fearing it. We can see tech stocks up another 10% plus for the rest of the year, because you look at what's happened in terms of numbers that are starting to stabilize.
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