Calvasina suggests that small-cap stocks have potential for further gains in the short term, despite current earnings not fully supporting this trend.Laurie Cavatina, head of US equity strategy at R BC Capital Markets, is still coffin in the trade, at least for the short term.I'm a big fan of Laurie.
And so it's a combination of that plus looking at for Apple, them finally saying that they're gonna get in on some of the larger generative a I type of announcements and after kind of sitting on the sidelines, waiting for the market to tell it. He's director of US Equity Strategy, and he spoke to me about, uh, how investors should be playing the A. I trade right now.I think it's a good time to bank some of that in tech in communication services.
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