'Pretty comfortable' with where large tech firms are trading currently: Gabelli Funds' John Belton

apply artificial intelligence >> S&P TECH THE WORST SECTOR OF THE WEEK S&P SOFTWARE DOWN 11% IN FOUR DAYS. WISDOMTREE'S CLOUD ETF DOWN MORE THAN 10%. FOR MORE ON THIS THIS GROUP THIS THIS WHOLE ARENA, LET'S BRING IN JOHN BELTON, PORTFOLIO MANAGER FOR GROWTH EQUITIES AT GABELLI FUNDS.AND GOOD TO SEE YOU. GOOD TO SEE YOU JOE. THEY ALL WENT UP.SO I GUESS THEY CAN ALL COME DOWN INDISCRIMINATELY. BUT YOU MAKE ONE POINT THAT I THOUGHT WAS PRETTY INTERESTING. SO IF IF AI EATS SOFTWARE AND REVENUE GOES DOWN FOR ALL ...