Tech is always in the news, and it's started 2019 as a renewed market leader. But between trade talks, the ups and downs for Apple, and periodic calls for regulation, it's unclear where the sector will go from here. Joe Albano, author of Tech Cache, shares some of his long ideas and how he maintains flexibility while trusting in his intuition at the same time. Topics covered: 1:25 - Combining the story and the chart into a cohesive analysis 4:40 - The contrary effect of regulation in the tech sector 7:20 - How trade volatility is affecting tech 9:15 - The long case for Broadcom 10:10 - The outlook for tech names, including FAANG, amidst recent earnings turmoil 14:05 - AI Opportunities including Google, Skyworks, Nvidia, and others 17:15 - M&A outlook in tech 19:30 - The opportunity for tech in the healthcare sector, and again AI's role 22:15 - Flexibility in the tech sector as stories change, but also the importance of trusting your intuition
