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- Free clip from 15 Jul webinar
- Bullish on AI tech does not mean bullish the market price
- What was holding the rally up was a mixture of elevated margins expectations, momentum-chasing and dip-buying
- This is significantly more fragile than a rally based on fundamentals – as the rollover in one “hot” asset after another increasingly shows
- First 15 minutes free to view; full version only for clients with Group Webinar and One-on-One subscriptions

- Full replay of 15 Jul webinar
- Bullish on AI tech does not mean bullish the market price
- What was holding the rally up was a mixture of elevated margins expectations, momentum-chasing and dip-buying
- This is significantly more fragile than a rally based on fundamentals – as the rollover in one “hot” asset after another increasingly shows
- Open to clients with Group Webinar or One-on-One subscriptions