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Extended Tech Stocks | Cabot Weekly Review

In this week’s video, Tyler Laundon sees a lot of extended tech stocks but also continued excitement and prioritization for tech infrastructure and hardware spending, especially as compared to software investments. Tyler also serves up some compelling data for how the market tends to do in July, as well as reveals why a strong market doesn’t necessarily mean the Fed won’t cut. Tyler wraps things up with a brief review of Apples jump into AI and what it could mean for iPhone sales over the next three years.

Stocks Discussed: SFM, CAVA, CROX, AA, FCX, FLS, SMH, WCLD, CRM, WDAY, HUBS, DELL, HPQ, HPE, LOGI, GLW, NVMI, ANET, AMAT, ARM, AAPL

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Tyler Laundon is chief analyst of the limited-subscription advisory, Cabot Small-Cap Confidential and grand slam advisory Cabot Early Opportunities. He has spent his entire career managing, consulting and analyzing start-up and small-cap companies. His hands-on experience has taught Tyler that the development of a superior business model is the biggest factor in determining a company’s long-term success. Accordingly, his research focuses on assessing the viability of management’s growth strategies, trends in addressable markets and achievement of major developmental milestones.