The Tech Basket of Stocks Is 'Incredibly Attractive,' Golub Says
Bloomberg Television·2026-02-13 15:02
What should you buy this morning. What are you recommending, what you're advocating for at the moment. Well, so let me maybe answer the question a little bit differently.If you look at if you look at the tech basket relative to the rest of the market, it's earnings are on fire. It's and it's multiples are down 20% versus the rest of the market. So I think the tech basket looks incredibly attractive.If I look at if there's one group that kind of stands out, it's actually the the the semis, the semiconductor ...