Is Apple the Teflon Tech Stock? And the Latest Moves in the Weight Loss Drug Space 6/26/23
CNBC's "Fast Money"
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The Importance of Valuation in AI Stocks
The key to unlocking that trade is you need growth to broaden out, which effectively means recession risk come down. We have about 35 AI winners in our quote unquote basket. The average or the medium P on those stocks is actually down here to date because of the massive revisions of both EBITDA and sales. From what worries us the most is a little bit of fatigue in the sector.
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