Why the Big Tech Trade Might Be on the Verge of a Correction

The video discusses the underperformance of big tech in the NASDAQ 100 futures compared to the Dow and S&P 500. It highlights the stalling of near-term momentum and investor uncertainty about the continuation of the big tech trade. The impact of the US-China trade war on tech stocks is analyzed, with a focus on the exposure of NASDAQ 100 companies to China. The video concludes with predictions for a market correction and strategies for hedging against trade war risks.

What indicators suggest that the 'buy the dip' strategy is becoming less effective in the current market?

What is the expected impact of the trade war on the global supply chain, particularly for technology companies?