Tech’s ‘Golden Age’ Keeps Analyst Ives Bullish on Sector

The transcript discusses the uncertainty in the market, particularly focusing on Apple's upgrade cycle and the potential for growth in the technology sector. It highlights Apple's profitability, especially in services, and the anticipated supercycle. Despite market nervousness, particularly related to China, the outlook for tech stocks remains positive, with expectations of significant growth.

What factors contribute to the pent-up demand for Apple products according to the speaker?

How does the speaker describe the profitability profile of technology companies compared to previous years?

What concerns does the speaker mention regarding the demand for technology stocks?

What is the speaker's perspective on the current state of the technology market?

According to the speaker, what is the expected growth for tech stocks over the next year?