Worried about AI capex spenders outside of Google, says DCLA’s Sarat Sethi
Sarat Sethi, DCLA portfolio manager, joins ‘The Exchange’ to discuss Sethi’s thoughts on big tech earnings, how investors can position and much more.
Sarat Sethi, DCLA portfolio manager, joins ‘The Exchange’ to discuss Sethi’s thoughts on big tech earnings, how investors can position and much more.
