The Tech Trade, Positioning into the Print, and Fighting AI Plagiarism 7/24/23
The Exchange
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The Case for Active Management in Cloud Computing Stocks
You've got some names that have really high valuations and some that are being set up as yesterday's story. It is really interesting and it does make the case for active management because you can find different types of setups. We want to have that balance with positions that have that long-term upside momentum.
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Transcript
