Friendly Reminder: You don’t have to chase Nvidia and AI narratives. As Hedgeye CEO Keith McCullough explains in this clip from The Macro Show, there are other ways to make money in Tech (XLK) without forming a strong opinion on artificial intelligence.
“I don’t have to believe what people believe on AI, nor do I need to have a position,” says Hedgeye’s Risk Manager in Chief. “If you’re fascinated with that, that’s one thing. But if you’re so fascinated that you’re taking away from your precious time of day to do everything else, you’re totally screwing it up.”
Between McCullough’s Real-Time Alerts and the longs and shorts Ami Joseph shares in Technology Pro, Hedgeye provides subscribers plenty of sound Tech research without chasing the latest bubble.
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