"I think for anyone who is patient, tech's a bargain,"
"I think for anyone who is patient, tech's a bargain," says Tom Lee @fundstrat. He joined us this morning and shared his prediction that tech will become at least 50% of the S&P, despite the current tech sell-off.
To me it's not a bargain (Energy is a bargain) , a lot is in the price in tech but Tom Lee is right. Tech will win why.
it's cheap
it's more convenient
many years ago if I need to change the TV channel I had to get up and go to the TV set. The control is convenient. The automatic cars are convenient and safe. They will win. Tech will be everywhere. A lot is in the price but 50% of the S&P can be Information Technology or more. buy QQQ and Just sit and enjoy.
If you want a more targeted way of capturing this trend you have to figure out who is winning. How do you do that , sales growths with a fat margin. That is what we try to do. To capture the next Microsoft.
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