Founders: Best Tech Stock Market Since 1999

"The NDX is currently at ~ATHs and The market is pricing in 6 rate cuts in 2024"

Housekeeping: Must-read if you are thinking of adding or closing Tech stock positions. Otherwise the video in section 2 was good. We also read sections 6 and 7.

Technology, Media, and Telecom Sector Analysis

Contents:

1. GS SECTOR SPECIALISTS: Technology, Media, and Telecom

2. 2023 …. THOUGHTS, STATS, STAND-OUTS & VIEWS

3. STOCKS + IDEAS

4. THEMES for 2024+

5. DATES & EVENTS IN 2024

6. QUESTIONS for 2024

7. CHARTS in FOCUS

Goldman Trader: Tech Stock Valuations

• The NDX is currently at ~ATHs (vs NDX sitting ~35% off the highs entering ’23)

• The market is pricing in 6 rate cuts in 2024 (vs the market having 2 rate hikes on the board into 2023)