John Thomas Replay

March 15, 2023

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Positioning for the Next Bull Market in Technology

  • Technology stocks have been slaughtered, 15 months for the big ones and two years for the small ones
  • In many cases, price earnings multiples have dropped by half or more
  • That makes tech the next “value” play
  • A turnaround in tech is underway, and the semis will be the leaders
  • The best tech entry point in a decade
    is at hand