From June we saw money rotate out of tech into reflationary sectors, also software, explains
Amrita Roy and
Uttam Dey. Now, money is moving back into tech.Yes, breadth is poor, but still money is moving back into tech. They share their favorite stocks: Meta, AMD, Cloudflare and more.
Show Notes:
AI Capex Surge, Bottlenecks, And The Race For ROISpaceX, Telecom Sell-Off, Micron's A Grades, Steve Cress Origin StoryEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at
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