I have recently become aware of a Los Angeles-based wealth management firm and their managing director of equity research, a guy called Dan Ives, who is doing some very interesting research. Like me, which is no doubt why he has caught my eye, he is bullish of US technology shares and believes there is plenty of life left in the bull market.
Most recently he has noticed the beginnings of an uptick in cloud spending, which is good news for the giant cloud providers and another recent for expecting the second half of 2023 to be a good period for US technology shares.
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