"You also have [these] companies that have stable earnings and their earnings have not changed that much given this pandemic, and I think with the possibility of factories coming back to the U.S. and with the evolution of working from home and everything that we need for mobile technology, you're just going to see these companies and probably most in the space continue to be strong for the foreseeable future," said Bapis., sees a years-long uptrend resuming for the entire space.
"As we think about the overlap between high momentum and high beta, I think this is great exposure for cyclicality," Wald said during the same segment. "The
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