In a time of ‘worry' in the market, ‘you want to be a BUYER': Valtrion CEO

• Big Tech has underperformed the S&P 500 for 92% of the year (2026 mentioned, likely a typo for 2023).
• Rob Luna recommends buying into technology, especially smaller-cap names that are enabling productivity and AI, as a long-term investment strategy.
• Specific stock recommendations include GitLab (GTLB), Braze (BRZE), and Monday.com (MNDY), highlighting their strong financials and AI-enabling capabilities.

Valtrion CEO Rob Luna discusses the current 'Tech Tantrum' where Big Tech has lagged the S&P 500 for most of the year. Despite market worries, he advocates for buying into smaller-cap technology names that are enabling productivity and AI, seeing these as rare opportunities for future growth.