Dave Sekera says the market is trading a few points below “fair value” and thinks there’s room to run before the end of 2025. He thinks tech investors may be getting tired of pushing AI names higher, and says we’ve been “spoiled” by the flurry of deal announcements and exciting news in October. He emphasizes just how far these valuations have run and how much has been added to markets this year. He thinks communications is the #1 undervalued sector right now, and shares several stocks he thinks are overlooked.

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