‘Moving from Bits to Atoms’: Tech Rotation Trade & Capex Concerns
Schwab Network · Schwab Network
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Show Notes
The market has been “incredibly resilient,” says Bob Shea, and thinks we’re in the middle of an AI supercycle. “We’re moving from bits to atoms,” he adds, as software gains rotate into hardware bullishness. He focuses on the bottlenecks within the AI sphere for opportunities. In earnings, he’s watching capex spending around tech and AI.
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