“Tech stocks haven't reached their bottom yet, but they are poised to go higher by the end of 2025 — the market is in the early stages of a two-year bull run.”

Tech stocks did fall further after March 24, bottoming in early April 2025 amid the tariff shock, and then rallied to records — the Nasdaq and the information-technology sector finished 2025 well above their March levels, matching both halves of the call.