MLIV Pulse: Will earnings help or hurt Big Tech's rally?

The video discusses the trends and valuation of tech stocks, highlighting their peak and trough percentages in the S&P 500. It explains how the discounting mechanism, represented by yield, affects the valuation of long-tail cash flows. The resilience of tech companies during banking crises is attributed to their strong balance sheets. The video predicts a 10-15% upside in tech stocks, noting their significant market cap in the S&P 500. However, it warns that as earnings slow down, share prices may fall.

What is the expected upside percentage in tech according to the speaker?

What might happen to share prices when earnings start to slow down?