Lisa Schreiber talks about the risk-on attitude taking over markets and knicks vs 76ers the "winners and losers" she sees ahead. She points to Big Tech firms like Broadcom (AVGO) and Alphabet (GOOGL), to rising cybersecurity giants like Palo Alto Networks (PANW) as stocks to watch. Lisa notes Meta Platforms (META) as a company with lots of room to rebound in its AI efficiency push.
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