The current dip in the Nasdaq 100 presents a unique opportunity for investors who believe in Big Tech's potential, particularly through advancements in AI technologies.
Bank of America strategist Savita Subramanian argues that stretched valuations might not deter investors, as corporate efficiency efforts echo patterns seen during the early 80s.
Subramanian highlights that the ongoing investments in efficiency and productivity from tech giants like Microsoft and Meta justify higher price tags for their stocks.
The conversation around investing strategies has intensified, debating between passive investments like the Invesco QQQ Trust versus more active approaches with specialized ETFs.
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