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Tommy Thornton: Tech Stocks Are In A Bubble
Forward Guidance
Long Investments Overview
The speaker discusses being long on Alibaba due to stock buybacks and management changes indicating positive developments in the company. They note a shift in Chinese government strategy towards supporting technology powers, especially in AI, and express confidence in Alibaba's AI initiatives. Additionally, they mention being long on Baidu for its driverless cars, on Nordstroms anticipating a move to go private, and on Penn International for its ESPN bet Licensing rights and potential gaming industry consolidation.
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