The State of the Tech Trade: Your Next Move 7/17/26

Dom Chu and the Investment Committee debate how to navigate the momentum trade as sentiment shifts in the sector. Plus, the desk share their latest portfolio moves. And later, Netlix on pace for it's worst day since April 2022. It's our Chart of the Day. Our very own Malcolm Ethridge is buying more, he joins us to explain why. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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The State of the Tech Trade: Your Next Move 7/17/26

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