The author’s thesis, to my understanding, is that because big tech isn’t trading at a huge premium that it was before, it is now dead. This is a huge stretch and clickbait garbage if I can be honest.
I mostly buy index funds but do have positions in Microsoft, Amazon, Apple, and Facebook. I’m net positive on all of them. I think Apple and FB are the only ones I’m in red on, and only for what I bought in them last year.
Big tech is far from dead. I’m by no means an expert, but Microsoft is solid all the way around. On paper at least, FB is actually very strong, despite the negative press (which they deserve IMO), Amazon has been becoming more and more profitable, etc.
