Michael Loukas, CEO of TrueMark Investments and TrueShares discusses how to spot a real secular growth vs a “story” stock. He says that the U.S. is entering an earnings cycle that will separate real secular tech leaders from over-hyped “story” stocks. He also talks about what’s next for the tech sector, citing that Roblox (RBLX) and Unity (U) are competing in gaming, specifically in the 3D and VR/AR space. Lastly, he mentions his stock to watch is UiPath (PATH). Tune in to find out more.
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