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Opportunities in US Tech Equities
Mar 11 2024
Length: 13 mins
Podcast

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Opportunities in US Tech Equities

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Summary
Where are the opportunities in US tech equities in 2024? What are some of the dynamics that have shaped subsectors in tech like networking equipment, chip manufacturing, hardware, and cloud infrastructure and how are those dynamics changing this year? With macro uncertainty still remaining and valuations already inflated, where should investors be looking in this sector for opportunity?

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