John Thomas Replay

September 15, 2021

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The Big Technology Plays for 2021

  • Tech is the new place to hide from market volatility
  • Expect tech to close out 2021 at new all-time highs
  • Big tech stocks are now the cheapest in a year
  • Ballistic earnings growth will continue unabated
  • Digitization of the economy was hugely accelerated by the pandemic
    and the new growth is here to stay
  • Tech is now a single name picking game, not an index play