Debt ceiling discussions are almost always "kabuki theater" and the stock market generally sees a run up after resolution, says Steven Orr. Two stocks on his watchlist are Fortinet (FTNT) and Cloudflare (NET) - he expects cybersecurity to see demand in the next few months as the A.I. push continues. He continues to be bullish on bitcoin and blockchain and talks about the possibilities of the microtransaction space.
26 May 2023
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