Feb. 10 at 11:00 PM
The Tech Strategy is Evolving. Are you positioned for the 2026 Reset?
Just chopped it up with Futuruum's Shay Boloor on why the "buy anything tech" era is dead. We’re moving from speculation to Critical Infrastructure.
Key Takeaways:
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$PLTR: Is it just an AI app, or is it becoming the digital backbone of the West? We discuss the "Critical Infrastructure" thesis.
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$JMIA: Why the Q4 selloff looks like a technical unwind rather than a fundamental flaw.
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$GOOGL: Issuing a 100-year bond? That’s the ultimate flex on long-term AI dominance.
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$TSLA: A call option on the Musk Ecosystem?
The Nasdaq is lagging while the S&P hits ATHs. The valuation reset is real.
https://www.youtube.com/watch?v=mrOhQ41oUmc&feature=youtu.be