Rosenblatt analysts expect a "particularly strong" second half of 2023 for equities, led by technology. In the meantime, the firm recommends focusing on fundamentals and emphasizes stock picking in portfolios this year. Rosenblatt tells investors to "start playing offense," saying "demand for growth will also face much less of a valuation headwind in 2023 as fundamentals rule the day." The firm laid out its best ideas for 2023: Marvell Technology Group (MRVL), Lionsgate (LGF.B), AMD (AMD), Nvidia (NVDA), Micron Technology (MU), Galaxy Digital (BRPHF), Harmonic (HLIT), Alteryx (AYX), Altair Engineering (ALTR), Ciena (CIEN), Rambus (RMBS), Calix (CALX), Six Flags Entertainment (SIX), Extreme Networks (EXTR), Liberty Braves (BATRK).
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