The tone in tech is shifting. Investors are starting to reward revenue that already exists, not just AI stories that might show up later. That matters for what to own, what to trim, and where the valuation risk is getting harder to ignore.

• Enterprise tech rotation
• Semiconductor valuation risk
• AI integration pressure
• Portfolio discipline
• Robinhood AI trading
• ASCO biotech M&A
• 529 plan expansion

This podcast was created with Podkey. Make your own at https://podkey.fm