Market Is Not at Euphoric State Yet: Morgan Stanley's Slimmon

The video discusses the importance of focusing on individual stocks or baskets in 2025, highlighting the challenges of maintaining optimism due to market volatility. It emphasizes the potential of AI in transforming corporate America, drawing parallels to the early days of the internet. The speaker advises balancing value and growth investments while avoiding defensive areas, suggesting a cautious yet optimistic approach to the evolving market landscape.

What investment strategy does the speaker suggest regarding technology stocks?

What similarities does the speaker draw between the current market and the market of 1996-1997?