Eric has a B.A. in Economics from Columbia University. He can be reached at firstname.lastname@example.org.
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Recent Articles By The Author
Taking a selective approach towards tech longs makes a lot of sense right now.
The idea of a Netflix/Roku merger sounds less crazy than it would have before April.
Many tech valuations are now back to 2016 or 2017 levels, and quite a few contrarian indicators point to extreme bearishness.
Following their recent selloffs, two of these major chip developers arguably present compelling risk/rewards.
For people willing to brave the waters, there are now quality names with distinguishing characteristics that look attractive.
The ride-sharing firm looks poised to see its profits inflect higher in 2022 and 2023.
A slew of chip stocks with high automotive and industrial exposure look attractive right now. But for a few reasons, this one might be the best of the bunch.
Last week's tech rally had a lot in common with other recent bounces, and we still haven't seen a true washout in some assets that saw especially crazy speculative activity.
Valuations for the big-5 tech giants arguably now range from very cheap to just slightly expensive, given their growth drivers and risk profiles.
As in recent bear-market rallies, the most expensive stocks tended to outperform the most. This might be a sign that the market hasn't finished delivering some hard lessons.