About this episode
Scott Wapner and the Investment Committee debate how far mega caps can fall and which names to avoid as the sector shakes out. Plus, Mobileye plunging after posting a grim revenue outlook, Kristina Partsinevelos joins us to break it down. And later, the Committee give you their top contrarian plays for 2024 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.