Big Tech is Overvalued: What to Do About It?

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In this video I address valuation concerns among the big tech companies (FAANG + Microsoft and Nvidia), the extreme concentration in value, and what catalysts could cause a rerating lower in price.

I am indirectly short several of these tech names via NASDAQ (QQQ) and S&P 500 (SPY) indices.

Charts made via Koyfin

To follow more of my work find me on:

Twitter: @NicholasPardini

I am short these companies indirectly through QQQ and SPY ETFs as of publication
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