Largest Tech Underweight Ever Going Into The Most Important Tech Print In Years

The most important tech earnings in years

The NVDA print is hyped as “the most important tech earnings in years”...(Dan Ives)

Investors are jittery. Few of the big tech companies have been able to demonstrate enormous demand from paying customers for AI-powered services, which raises the question of how long they’ll keep pouring money into the tech—most obviously, Nvidia’s chips.