Small Talk: Episode 3 – Technology

Where the ideas are big, but the market caps are small.

Emerald’s most recent episode of Small Talk explores the powerful trends behind Q2’s positive small-cap earnings. Director of Research Joe Garner and Dr. Nathan Jones discuss:

• AI infrastructure and hyperscale spending surging worldwide
• Semiconductor and industrial tech rebounding after inventory corrections
• Opportunities in cybersecurity and infrastructure software
• The early—but very real—rise of quantum computing

Watch the Full Episode 3 – Technology here:

IMPORTANT DISCLOSURE: This video presentation is furnished by Emerald Advisers, LLC and its affiliates (collectively “Emerald”) for informational/educational use only and does not constitute the provision of investment, legal or tax advice.  It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable.  Such information is not guaranteed as to its accuracy, timeliness or completeness.  Any opinions expressed in this presentation represent the judgment of the authors at the time of recording.  The information and opinions herein are subject to change without notice.  Past performance is no guarantee of future results.  Neither the information in this presentation nor any opinion expressed herein constitute an offer or recommendation to buy or sell any security or financial instrument. Any company mentioned is based on its business dealings within the relevant industry.  It is for general discussion purposes only.  Accounts managed by Emerald’s affiliated advisory firms may take positions from time to time in securities discussed in this presentation.