Tech will continue to exceed expectations and the stocks will do well: Silvant's Mmichael Sansoterra

Let's bring in Michael Sanseta, Silvin Capital CIO, who has six of the Mag Seven in his top holdings, and they're at each other's throats lately, Michael. Welcome. Um, you concerned about this kind of grinding.I hesitate to call it underperformance, but the triple Q's are roughly flat since October. >> Yeah, it's sad when flat is underperforming, right. You've seen such a rip in small cap and midcap that everybody wants all stocks to work all the time.No, it's okay. Uh, you know, earnings and free cash flow ...