DCLA's Sethi: Invests in Undervalued Tech Stocks

In this video, Sarat Sethi, Managing Partner and Portfolio Manager at DCLA, discusses his investment strategy focusing on undervalued technology stocks with strong long-term fundamentals. He highlights the shift in investor sentiment away from the 'semis will eat software' narrative and the potential in cybersecurity stocks despite AI disruption fears. Sethi also expresses concern about current valuations in the semiconductor industry, including the upcoming Cerebris IPO and Qualcomm stocks.