Bottom line: Technology sector "local bottom" -- but we
like Epicenter and urge investors to get more Energy
exposure So we think the selling of Technology, or at least the sloppy
selling, is likely over. We are only assigning 51% odds,
since COVID-19 and bond markets are highly unpredictable.
Technology companies are expected to prosper in 2021.
Fundamentals are good.
We prefer Epicenter stocks, and Energy more. But I
think Technology stocks are due for a monster rally.
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Tom Lee
QQQ back to ATH by March end
Posted by arun on 6th of Mar 2021 at 08:35 am
FUNDSTRAT:
Bottom line: Technology sector "local bottom" -- but we like Epicenter and urge investors to get more Energy exposure
So we think the selling of Technology, or at least the sloppy selling, is likely over. We are only assigning 51% odds, since COVID-19 and bond markets are highly unpredictable.
Technology companies are expected to prosper in 2021. Fundamentals are good.
We prefer Epicenter stocks, and Energy more. But I think Technology stocks are due for a monster rally.