This month has been a rough time for tech, thanks to market pressures stemming from fear of inflation. But that doesn’t change my fundamental outlook. The bottom line is, if you want to make money, you need to be invested in tech because America needs tech to keep on running. The key to getting ahead in tech right now, with things looking uncertain, is being selective, and not buying the biggest names in tech just because there is a discount to be had. Instead, it means focusing on the firms with the biggest potential, especially those that are showing the most outstanding gains in Earnings.
Cheers and good investing,
Michael A. Robinson