John Thomas Replay

June 9, 2021

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The Big Technology Plays for 2021

  • Tech is overdue for a new gap up to new all-time highs
  • Tech is overdue for a new gap up to new all-time highs
  • Big tech stocks are now the cheapest in a year
  • Many have not moved in a year, despite earnings growing 20%-40%
  • Digitization of the economy was hugely accelerated by the pandemic
    and the new growth is here to stay
  • Tech is slave to interest rates for now, but it is a temporary restraint
  • Tech is now a single name picking game, not an index play