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State of the Tech Trade 7/11/23

Halftime Report

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The Tech Bull Market Is Beginning to Take Shape

Stephanie Coontz: Dan Ives, who's been one of the biggest tech bulls suggests you've got 12 to 15% more over the second half for some of these names. He says he believes a new tech bull market is begun to take shape. She says she has 18% of her portfolio in tech and that there are powerful themes behind it.coontz: The economy is better than expected, better than anybody's talking about. We're not in a recession.

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