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Not willing to shoot against the revenue story in the AI trade, says Goldman's Tony Pasquariello
CNBC Televisionยท 2025-11-03 21:09
All right, welcome back. We stick with the AI trade. Do you even as the market has gotten increasingly topheavy. You do.That is the call today from Goldman's head of hedge fund research, Tony Pascarelloo. He's here at Post 9. Uh that that's your basis of the call.It's like I know it's so topheavy and I know it makes some people uneasy, but you got to stay with it. >> Is that like a decent way of summing it up. >> I think it's fair.There's no doubt the market's topheavy. There's no doubt it's concentrated. W ...