I’m killing it on my triumphant return to Power Lunch.
It's the first day of the second half of 2026. What was I right about? Well, for starters, I suggested six months ago that we should "Make Tech Value Again" which just suggested the left for dead disways action or blow up in Microsoft's share price would continue from the October 2025 peak. But was that a prediction or just having eyeballs???
Second, I discuss how Microsoft is actually the key stock to watch - because if they can't show return on AI investments, we got bigger problems.
What I love about the last six months is the broadening out of markets. Something very healthy, and we have been waiting to see.