An in-depth discussion with Joel Kulina, Head of Tech & Media trading at Wedbush Securities. We covered the reason for the tech sell-off Feb 25th, and that we could see continued vulnerabilities near-term due to rising inflation expectations. However, longer-term, technology companies should be secular winners: Big Bell weathers, AAPL, AMZN, GOOG. Semis: AMAT ASML . E-commerce PINS, ETSY.

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