After weeks of volatility, tech giants like Meta and Microsoft beat Wall Street expectations, lifting indices higher. Although earnings lifted tech stocks, it’s important to remember these results reflect a period before Liberation Day. So looking ahead with a longer-term lens, how is today's guest thinking about positioning? And which tech subindustry is he leaning into? Joining the show today to unpack what’s shaping the tech sector, and how he’s using his strategy to find opportunity, is Technology Innovators Fund Portfolio Manager, HyunHo Sohn.

Recorded on May 7, 2025.

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