The case for why ASX tech stocks are surging again starts with one simple fact: the market has already done a lot of the pain.
After a brutal 2025, investors are no longer paying for vague software stories or speculative growth at any price. They are moving back into the tech names that survived the rate shock, kept their balance sheets intact and can now show a more practical link between AI, efficiency and earnings. That is a very different kind of rebound from the frenzy phase that drove the last cycle.
This matters because the broader ASX is still. . .
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