Why Citi's Kaiser Sees No Compelling Alternative to Tech Sector Stocks

The video discusses the current state of the tech sector, highlighting that while the tech thesis is less clear than at the start of the year, there is no compelling alternative sector. Despite higher valuations, there is still room for long-term investors to increase exposure. The discussion also covers various risks, including growth, credit, and sentiment, suggesting that the tech sector remains a favorable place to invest. The sector's resilience is acknowledged, despite significant changes year-to-date.

What are the risks highlighted in the conversation regarding the tech sector?

What is the speaker's overall sentiment towards the tech sector despite the changes?