Introduces Gene Munster from Deepwater to discuss the tech/AI trade outlook for 2026.
Scott
Gene Munster
Advises staying the course on Broadcom, citing early stages of AI and custom silicon.
Asks if AI optimism will continue to drive stocks higher into 2026 or if next year will be about 'everything else'.
Scott
Gene Munster
States next year is about AI and predicts the NASDAQ will be up more than 10%, driven by AI.