We are pleased to be joined by Sean Udall, Chief Investment Officer at Quantum Trading Strategies, and one of the most accurate tech analysts on the Estimize platform. In this episode, Leigh and Sean discuss some prominent technology themes to look out for this upcoming earnings season. These include an update on the Apple(AAPL) ecosystem and the ancillary plays there, the semiconductor industry with a specific focus on Micron (MU) and issues around DRAM pricing and cloud storage, and the cloud software space (NEWR, DATA, SPLK) which is has seen a lot of acquisition activity in the first half of the year, and is still expected to put up high growth.
Audio Length: 00:34:57
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