2 reasons you should wait to pile into the market's resurgent tech trade, according to SocGen's US stock chief [Yahoo! Finance]
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Source: Yahoo! Finance
Kabra advised looking at the capex-to-sales ratio of hyperscalers. Tech stocks are again the market's hottest trade — but Société Générale's Chief US Equity Strategist, Manish Kabra, says not so fast. The AI scare trade sent tech stocks plummeting earlier this year, bringing valuations in the sector down to historically cheap levels relative to the broader market. The sell-off prompted strategists around Wall Street to urge investors to jump back into the trade, given the cheaper entry point. The sector has indeed surged, with the State Street Technology Select Sector SPDR ETF ( XLK ) up 18% since March 30 and the Nasdaq hitting fresh all-time highs this week. But, as Kabra sees it, there will be safer entry points ahead — likely at the start of 2027. In an interview with Business Insider on Wednesday, Kabra pointed to two metrics for hypescalers — the giants of the tech sector that are pursuing grand AI ambitions — that he's watching to give him the buy signal. Both are re
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