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28min chapter
Tommy Thornton: Tech Stocks Are In A Bubble
Forward Guidance
Navigating Tech Investment Pitfalls
This chapter explores the shortcomings of investment theses in the tech sector, particularly focusing on the failures of robo-taxi expectations and the cautious behaviors of institutional investors. It delves into the future prospects of key stocks such as Nvidia and Apple, examining market sentiment and the implications of recent earnings reports. The discussion balances bullish and bearish strategies, highlighting potential short positions while also identifying long-term growth opportunities within the natural gas and tech markets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode