Can Tech Earnings Reinforce Sky High Valuations?

The video discusses the historical context of valuations, noting that only 4% have exceeded 25 times earnings since 1871. Currently, 60% of SNP components are trading above this level. The tech sector is not in extreme territory but may be nearing peak multiples due to limited new value levers. The discussion covers tech categories like hardware and software, and the impact of the coronavirus on tech companies, particularly Apple and Amazon. Despite cyclical challenges, Apple is well-positioned with 5G and AI advancements, suggesting strong future prospects.

What historical context is provided regarding valuations exceeding 25 times earnings?

How do the current valuations of tech companies compare to historical peaks?

What factors are mentioned as advantages for companies like Amazon and Apple?

What is the significance of the 5G rollout mentioned in the context of tech companies?

What cyclical challenges are anticipated due to the coronavirus?