The Tech Basket of Stocks Is 'Incredibly Attractive,' Golub Says

• Tech basket, especially AI semiconductors (Avago, Nvidia), is 'incredibly attractive' with strong earnings and 20% lower multiples.
• Near-term dislocation in the software space is noted as an opportunity.
• Mid-term elections will drive policy to support consumers, benefiting financials, consumer stocks, and the housing sector.

The chief equity strategist highlights the tech basket, particularly AI semiconductors like Avago and Nvidia, as 'incredibly attractive' due to strong earnings and reduced multiples. He also suggests that the focus for the mid-term elections will be on easing the burden on consumers, which could benefit financials, consumer stocks, and the housing sector.