Surveillance: Earnings Contraction with Han
Bloomberg Surveillance
00:00
The Secular Growth Story of Cloud Names
Are the cloud names secular growers still? Well, you know, as someone who believes in that technology and certainly uses it and believes in the computing power of it, I do still think that there's growth opportunities. But like we said, especially with the software span tech itself, overall, has had such a hot run. It's not somewhere where I'm ready to really pour in the investments now. So what is a secular growth story that you do want to get behind at the moment? Well, besides the crap good space where we do like as well, median entertainment,. That too has had a great start to the year, we still think that it's attractive.
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