About this episode
How Tech Cache's Joe Albano is thinking about today's market - what does next pullback look like? (1:15) 4 assets in focus (6:15). Favorite way to play Bitcoin (16:00). On thematic ETFs (18:05). Valuation is not enough to get an edge (21:10). Tariff costs and AI spending (24:30). Mega-caps and momentum (33:30). Get 20% off Tech Cache! Show Notes: Meta Platforms: Sucking In The Bulls Bitcoin Has Opened The Door To Rally Deep Into All-Time Highs (Technical Analysis) fuboTV Overcame The Odds Rubrik: The Current Cybersecurity Outperformer, But Not Immune To Sentiment AI Software: Understanding The Revenue Funnel AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache Episode transcript For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions