With the Magnificent Seven controlling nearly 30% of the S&P 500's value, the tech sector may feel crowded out. However, there are other value-based tech picks that investors may be overlooking.
Johnson explains that investors may need to reframe their investments in tech beyond growth:"We've seen tech as growth and indeed a lot of tech companies without profits are hard to value as value stocks, but I think a lot of that has changed over time and we've seen the king of all value investors Warren Buffett with his giant holdings in Apple and in this notion that technology can't be valued is just wrong, and then there's timing and that's when investors have to...
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