Halftime Report cover image

Navigating the Pullback in Software 2/4/26

Halftime Report

00:00

Committee Buys: Corning and TKO

Joe details new positions in Corning and TKO, citing fiber optics deal and growth metrics.

Play episode from 35:35
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app