Lack of near term catalyst for tech stocks, says Truist's Keith Lerner

Yeah. So, Keith Learner, Mike, I'll come back to you in a minute. I mean, the what we've teased here is that you've upgraded two sectors within this market, which to me plays right with the theme of where we started some 56 minutes ago.The idea that cyclical stocks are going to do well. The run it hot trade into 2026. You upgrade industrials and you upgrade materials.Tell me more. >> Yeah, sure. And I will say longer term, we're not giving up on tech, but I think there's a lack of a near-term catalyst.Uh we ...