Big Tech - Lots of flux. Potential Opportunities?

Where are the opportunities within the Big Tech sector?

A lot is going on within the Big Tech sector - from ChatGPT potentially disrupting Search and Cloud business slowing down to thousands of layoffs. Amidst all the flux, is it time to buy big techs? Is yes, where are the opportunities?

In this note, we’ll discuss the Big Tech opportunity in greater detail - including the specific stocks that I have been adding to, my price targets and names on my watchlist.

Let’s dive in.