Free clip: Meaning, margins and momentum

  • 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

Replay: Meaning, margins and momentum

  • 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
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