BakerAvenue’s tech sector outlook and best ideas for 2026

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Higher tech valuations supported by more accommodative Fed: BakerAvenue’s Lip

Any suggestion of cause and effect or of the predictability of economic or investment cycles is unintentional. Past performance is never a guarantee of future performance. Baker Avenue Asset Management LP may currently own or have previously owned a specific stock or company referenced, and a list of our past holdings can be found at the SEC website. Click to view full disclosures.