The recent tech crash actually signals a rare window for investors.
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00:00Big tech has obviously been hit pretty hard this year. Interestingly, I mean, big tech,
00:04MAG7, the technology sector writ large has been a relative underperformer for almost a year now,
00:11really since the summer of 24. So this isn't necessarily new. Some of the drivers and
00:16catalysts are fairly new, again, in terms of deep seek or in terms of the expert controls
00:21and trade war with China. So again, I think near term, if you're a tactical investor,
00:26the technicals for big tech, the issues that they've been facing, the lack of relative leadership
00:31is a concern over the next three to six to even 12 months. Longer term, the structural drivers of
00:38those stocks, AI demand, AI adoption, and some of the other things in their in their wheelhouse
00:43remain pretty sound. And in some ways, they're actually accelerating. So I think it's a good
00:49place to be. But it's one of those trades where near term volatility kind of has to be stomached
00:54for the long term reward. We've seen big drawdowns in big tech before as recently as 2022.
00:59So nothing new for these kind of higher growth names. I think the recent textile presents a good
01:05buying opportunity if you can take the longer term view. Again, the technicals are pretty damaged in
01:09the near term. There's a lot of headwinds for some of these semi stocks. And that's not even factoring
01:15in the potential for just an economic downturn that tends to hit cyclical sectors harder.
01:19But long term, the drivers of a structural AI trade are in place. Adoption is growing. So I
01:26think that for investors who can look out that far and stomach the big volatility and big swings
01:31in the meantime, this is an attractive buying opportunity for sure.
01:34you
01:51you