Is the Increasing Government Role in Tech Bullish?
Description
Marcus Bodet is “very bullish on tech,” particularly because of government backing, and thinks that investment will drive M&A for the next 6-12 months. While he thinks that some valuations are at “unnecessarily high points” but doesn’t think AI compares to the dot-com era. He also looks at ways the government’s interest can shape the sector, for better or worse for investors.
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