John Thomas Replay

September 14, 2022

Please note: If the video is not showing on this page - wait a moment for it to appear OR hit refresh.

Tech Will Live Again

  • Tech has been trashed creating the best entry points in a decade
  • We have just rerun the 2000 Dotcom Crash for tech
  • 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
  • The big tech safety plays will lead any recovery
  • Money losing small caps may take years to recover