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Key Drivers of Tech Stocks in 2025: Marc Kennis at TechKnow Invest 2025
August 23, 2025
AMAT, ASML, Appled Materials, MP1, Megaport, NVDA, NVIDIA, NVU, Nanoveu, WBT, WTC, Weebit Nano, WiseTech
Key Drivers of Tech Stocks and our Current Stock Picks in the Semiconductor space
Pitt Street Research‘s co-founder and MD, Marc Kennis, presented at TechKnow Invest on 21 August 2025.
He spoke about 5 key drivers of Tech stocks in 2025 and into 2026, and presented his key stock picks in the Tech sector, specifically in the semiconductor space.
Disclosure: Pitt Street Research / Stocks Down Under directors own shares in WBT, NVU and MP1.
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