Okay, Computer: Apple’s Got Vision & Meta Wears Bifocals with Deirdre Bosa
RiskReversal Pod
00:00
Oracle's Multiple Expansion in the Tech Bubble
Can we say that tech is back if it's this group of megacap trillion dollar companies plus leading it? We still haven't seen a lot of the names come back to the levels, as you said, that they were out in 2021 and the breadth of it is small. But then again, you have an Oracle becoming interesting again. You have some people making the argument, this isn't legacy tech, this is new tech because of the transition or the pivot that it's making.
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