businessJul 21, 202543:45pending
Delivering Gains, “Just Own Tech,” and the Microstrategy of Ether 7/21/25
About this episode
Bernstein’s bullish on rideshare and delivery ahead of earnings. One health care strategist says we’re in the middle of the worst health care sector trade ever, and he says it’s time to “just own tech.” Plus, the Microstrategy of ether debuts.
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