Nothing like price to change sentiment.
Current positioning is consistent with Tech earnings growth of roughly 10%, compared with 47% in Q3 and consensus expectations of 36% by the end of next year.
That's a remarkable amount of pessimism for a sector still delivering incredible growth.
Current positioning is consistent with Tech earnings growth of roughly 10%, compared with 47% in Q3 and consensus expectations of 36% by the end of next year.
That's a remarkable amount of pessimism for a sector still delivering incredible growth.
