Should Big Cap Tech Get Lower PE Ratios?

The U.S. equity sell-off extended to a fourth straight trading session today, as the tech-heavy Nasdaq Composite again led to the downside with a 2.18% loss two hours ahead of the close. Meta Platforms is under regulatory scrutiny in the European Union, Apple is contending with supply-chain restructuring, and Tesla faces stiffening competition amid its CEO’s social media dabbling. And job cuts across the broad tech sector suggest we may be witnessing the end of an era. Maggie Lake welcomes Eric Jackson, the founder of EMJ Capital, to talk about what’s happening with big tech – and to distinguish it from growth tech. We also hear from Whitney Baker, the founder of Totem Macro, about the challenges of building more robust supply chains. Watch the full conversation between Whitney Baker and Andreas Steno Larsen here: https://rvtv.io/perform.

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