Will be discussing this tech sell and why this is not the time to sell the tech winners of the AI Revolution on @CNBCClosingBell at 3 pm with @TheJudgeCNBC@CNBC 🏆📺🥊🐂
The disruption caused by AI is on full display during tech earnings and the uncertainty around which names and sectors will be the disruptors vs the disrupted. As we have said in this AI transformation it’s not a straight line upward, but winners remain and our bullish thesis unchanged