Tech Facing 'Make or Break' Earnings Season, Wedbush's Ives Says

The video discusses the current state of the tech market, emphasizing its continued leadership in the equity market despite a rotation into value. It highlights the importance of the upcoming earnings season for tech companies and the entire index, noting a recent trend of downward revision momentum. The discussion includes the impact of this momentum on major companies like Facebook and Netflix, and the need for upward revision to drive future growth.

What is the significance of growth in the context of tech investments according to the speaker?

What challenges does the speaker foresee for the tech sector in the near future?