Name: Software to Withstand Tech Leadership Shift, Look for Value in Tech
Uploaded: 2025-04-08T16:22:07.726-05:00
Duration: 6 min 36 s
Description: Ray Wang calls tariffs "part of a great reset" in the tech trade that will bring pain over the next three to six months. That said, he believes the industry will weather the storm. Ray points to software as the new industry leaders. However, Brian Vendig expects prices on hardware to move higher after negotiations cool down. He urges investors to search for value in beaten-down tech leaders.

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Ray Wang calls tariffs "part of a great reset" in the tech trade that will bring pain over the next three to six months. That said, he believes the industry will weather the storm. Ray points to software as the new industry leaders. However, Brian Vendig expects prices on hardware to move higher after negotiations cool down. He urges investors to search for value in beaten-down tech leaders.

Software to Withstand Tech Leadership Shift, Look for Value in Tech

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