Introduction

Gene Munster, managing partner at Deepwater Asset Management, joins “Squawk Box” to discuss the current state of the tech sector. He addresses the effects of President Trump’s upcoming tariff policies, Tesla’s stock performance, and other key factors influencing the market.

Market Outlook

During his appearance, Munster expresses optimism regarding the tech sector’s performance. He suggests that while tech stocks may not have yet reached their bottom, they are expected to rebound by the end of the year.

Conclusion

With a focus on technological growth and evolving market dynamics, Munster’s insights highlight the potential for recovery in tech stocks as the year progresses while acknowledging the external political factors at play.