Partner and Senior Managing Director Yorkville Ives: Tech analyst on Wall Street 25+ years. Chairman of IVAI. Advisory Board of Zeta ๐ฏ๐ฅ๐๐๐ถ๏ธ๐โ๏ธ
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 ๐๐บ๐ฅ๐
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 itโs not a straight line upward, but winners remain and our bullish thesis unchanged