Investor Bill Smead Questions Whether Big Tech Stocks Peaked Last Year

The video discusses the recent performance of tech stocks, comparing it to past market trends. It highlights the concentration of wealth in major indexes and the potential risks for investors. The concept of 'dead stocks' is explored, focusing on companies that may take years to recover. The video also examines the competitive landscape of streaming services and expectations for upcoming big tech earnings.

How does the speaker differentiate between two kinds of dead stocks?

What is the speaker's perspective on the future of companies like Amazon and Netflix?

What factors does the speaker believe will influence the stock prices of major tech companies in the upcoming earnings reports?