Halftime Report cover image

The Tech Tailwind 5/23/23

Halftime Report

00:00

Tech Tumbles: Can Anything Pick Up the Slack?

We believe we're in the final stages of the blow-off top for tech, like Josh was talking about. It's not just the narrowness that troubles us, but the wide and growing divergences. In those conditions, if tech has reached the top and comes down, these stocks actually fundamentally are poised to take up the leadership.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app