X @Herbert Ong
Herbert Ong·2025-11-14 14:16
Market Overview - Wedbush views the tech sell-off as a short-lived "mini panic" and a buying opportunity, not the end of the AI boom [1] - The tech sector is expected to experience a major rally into year-end [1] AI Spending & Investment - Big Tech is expected to ramp up AI spending significantly [1] - Capital expenditure (capex) related to AI could potentially reach $550 billion to $600 billion by 2026 [1] Investment Stance - Wedbush is firmly bullish on tech stocks [1] - Investors are expected to capitalize on the AI Revolution and its derivative effects across consumer and enterprise sectors [1]