In this clip from The Call @ Hedgeye, Tech analyst Ami Joseph discusses recent disasters in Tech stocks and parallels with the 2000-2001 Dot Com blowup with Hedgeye CEO Keith McCullough.
“To really get long Software, and Tech in general, it has to be about growth,” explains Ami.
“You can’t get long the sector because it’s ‘cheap’ for more than a very short period of time. If you make money on that, take it and run.”
