Veteran Hedgeye Communications analysts Andrew Freedman and Global Tech analyst Felix Wang have kept our subscribers ahead of the curve in preparing for a slowdown in their sector. This morning on The Call @ Hedgeye they explained what’s happening and how to profit from this rate of change inflection.
“Tech fell almost 5% last week, semis tumbled 10% last week. Sentiment has shifted in a big way,” said Wang.
“That’s a great run for you guys,” said Hedgeye CEO Keith McCullough. “Did you just listen to what two of our best analysts just had to say about the rate of change for comms and semis? I mean, that’s not good.”
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