Amid few signs of progress in trade talks, analysts have started to discuss what an internet split between the U.S. and China, or 'splinternet,' would look like.
"This world of two tech stacks, I think, is going to be a fascinating setup for investment opportunities," Coulter added.
It's not that the trade war is good or bad … it's just that we don't know what it is yet, and that means we should stay out of the neighborhood where it can affect us.He cautioned, however, that these opportunities may take time to manifest. "It's a long game," he said. "If you look at tech companies over time, in particular the winners, it often takes a while for market expectations, reality, and performance to combine."since the early 2010s, when the company was valued around $3.5 billion, Coulter saidAsked about home-sharing platform Airbnb, Coulter said it was a "great company." Airbnb, which was
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