
Positioning Ahead of the Fed Rate Hike 9/21/22
Halftime Report
00:00
Do You Think Technology Is Getting More Steam Behind It?
I don't think it's an incentive to step into some of the extreme valuation technology. A lot of the semi conductors, alot of the software names a that traded with that jut ridiculous valuation over the last several years and didn't have the profitability. So no, i wouldn't be there. I do have positions. Scott ive recently increased my position in aple. It's now my largest holding.
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