Show Notes
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 ROI SpaceX, Telecom Sell-Off, Micron's A Grades, Steve Cress Origin Story
Episode transcripts
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