Tech: A Generational Buying Opportunity

✏️✏️ A Generational Buying Opportunity: The tech sell-off is not the second dot-com bubble — it’s a “buying opportunity” for the right stocks
We view this historic sell-off as more of a generational buying opportunity for the right tech names/ winners in 2023 and 2024 rather than a time to throw in the towel on the tech sector with a piling on effect we are seeing take place on the Street today
Point To Note: Valuations for high-quality growth stocks are “very compelling” for investors with a time horizon out two to three years or longer — especially as venture capital firms, private equity and family offices are poised to commit more than $1 trillion to the technology sector
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