Three facts about tech stocks after meeting 50 companies

After a busy schedule meeting with more than 50 technology companies across the US, Asia and Europe, portfolio managers at T. Rowe Price share what they learned about GPU infrastructure, surging demand and productivity increases. Returns may have been high but valuations remain reasonable relative to the rest of the market if you adjust for growth rates, they said. In this video, the team adds why there will be a renaissance in Japanese semi-conductors and why the memories market has the best set up seen in decades. Watch now.