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Posted by
Two Blokes Jul 5 -
Filed in
Stock
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VGT is poised for a tech rally, with $90-110B in systematic flows likely and strong earnings growth from AI and cloud leaders. Favorable macro conditions—low volatility, resilient big tech earnings, and potential Fed rate cuts—create a 'perfect storm' for tech outperformance. VGT's large AUM, superior liquidity, and broad exposure make it the preferred vehicle for capitalizing on secular tech trends despite high valuations.
