使用Player FM应用程序离线!
Buy Hold Sell: 2 high conviction tech stocks for the next 12 months
Manage episode 427224803 series 2656707
Over the past 12 months, the S&P/ASX All Tech Index has soared more than 28%, while the tech-heavy NASDAQ has skyrocketed nearly 33%, with investors betting big on the revolutionary change promised by artificial intelligence.
That's not to say there aren't risks - inflation remains stickier than we would have hoped, interest rates are likely to stay higher for longer (in Australia at least), and earnings need to deliver for companies to keep pushing higher.
So in this episode, Livewire's Ally Selby was joined by two tech analysts in Wilson Asset Management's Sam Koch and Alphinity Investment Management's Andrey Mironenko.
They analyse three of the market's tech darlings, including Life360 (ASX: 360), NEXTDC (ASX: NXT) and Data#3 (ASX: DTL), share how they are invested in artificial intelligence on the local bourse, and name some of the factors that will be key to investors success over the next 12 months.
Plus, they each name their highest conviction tech stock for markets today.
Note: This episode of Buy Hold Sell was recorded on Wednesday 3 July 2024. You can read an edited transcript below.
373集单集
Manage episode 427224803 series 2656707
Over the past 12 months, the S&P/ASX All Tech Index has soared more than 28%, while the tech-heavy NASDAQ has skyrocketed nearly 33%, with investors betting big on the revolutionary change promised by artificial intelligence.
That's not to say there aren't risks - inflation remains stickier than we would have hoped, interest rates are likely to stay higher for longer (in Australia at least), and earnings need to deliver for companies to keep pushing higher.
So in this episode, Livewire's Ally Selby was joined by two tech analysts in Wilson Asset Management's Sam Koch and Alphinity Investment Management's Andrey Mironenko.
They analyse three of the market's tech darlings, including Life360 (ASX: 360), NEXTDC (ASX: NXT) and Data#3 (ASX: DTL), share how they are invested in artificial intelligence on the local bourse, and name some of the factors that will be key to investors success over the next 12 months.
Plus, they each name their highest conviction tech stock for markets today.
Note: This episode of Buy Hold Sell was recorded on Wednesday 3 July 2024. You can read an edited transcript below.
373集单集
Kaikki jaksot
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。