How Does the Tech Sector Fit Into the Trump Trade?

The video discusses the tech sector's strong fundamentals despite Trump's election, which shifted investments from tech to value stocks. Fang stocks like Google and Amazon are analyzed, highlighting net neutrality concerns. The rise of AI and home devices, with Amazon and Google leading, is explored. Apple's innovation challenges are noted, and labor issues under Trump are discussed. The upcoming Snapchat IPO and its potential impact on Facebook and digital advertising are also covered.

What are the key trends in AI for the year as highlighted in the text?

What role does labor play in the tech industry under a Trump presidency?

How might the Snapchat IPO affect other tech stocks according to the discussion?