Paul Meeks of Harvest Portfolio Management says that he is waiting for the U.S. presidential elections to be over before “buying anything aggressively”. He also suggests sticking with the hardware and semiconductor-focused AI trade for another year.
Paul Meeks of Harvest Portfolio Management says that he is waiting for the U.S. presidential elections to be over before “buying anything aggressively”. He also suggests sticking with the hardware and semiconductor-focused AI trade for another year.