Delivering Gains, “Just Own Tech,” and the Microstrategy of Ether 7/21/25
Jul 21, 2025
43:45
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
Bernstein’s bullish on rideshare and delivery ahead of earnings. One health care strategist says we’re in the middle of the worst health care sector trade ever, and he says it’s time to “just own tech.” Plus, the Microstrategy of ether debuts.
