More Big Tech Earnings, Walmart Ups Its Flipkart Stake
Bloomberg Tech
00:00
The Future of the Tech Market
Tech is super expensive relative to the rest of the market. I look at this as a 1995 moment, biggest transformation that we've seen in tech in 30 years. There's a massive growth opportunity ahead of them. The AI creators and the beneficiaries seem to be centered in large cap tech. This is not going to be a short-term story.
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