Technology stocks may see some short-term gains during retracement rallies if the Fed makes incrementally positive comments, but the sector won't be able to participate materially this year, unlike energy stocks like Marathon Petroleum which are carving new all-time highs on earnings days with strong fundamental and structural tailwinds.

causalpending

Speaker

Tony Greer

Evidence Quote

I don't think technology is going to be able to participate at all this year... I'd much rather be long the sector that's got stocks carving new all-time highs on earnings days like the refiners did today

Source

What Will China Do?Real Vision Presents
Created: 8/10/2026, 11:14:06 PM

My Notes

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