What’s the next tech trade?

The podcast explores the current tech market, zeroing in on the performance of the "Magnificent 7," the major tech stocks, and the overall technology sector. Despite the Magnificent 7's lackluster response to recent positive economic news and post-election trading, the conversation points to a potential market expansion. Factors like cyclical improvements and reshoring efforts are benefiting non-AI segments of the tech industry. The guest speaker anticipates a strong rebound for software companies in 2025, attributing this to their previous underperformance and the growing importance of software in the AI landscape. Furthermore, the overall economic upswing is viewed as a promising sign for future market growth.