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Show Notes
Despite recent sell-offs in major software stocks like Microsoft (MSFT), ServiceNow (NOW), and Adobe (ADBE), Mike Horwath views the market's volatility as a period of de-risking amidst ongoing artificial intelligence hype. He remains optimistic about a U.S. economic soft landing, noting that resilient labor markets and contained inflation provide a stable backdrop for investors. Additionally, he highlights international growth opportunities in essential tech components such as TSMC (TSM), Samsung, and SK Hynix to round out a global strategy.
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