Tech Reckoning Already Happened, Amazon & Google Are Oversold, RBC's Mahaney Says

The transcript discusses the impact of Apple's news on the tech market, particularly in China, and evaluates the valuation and potential reckoning of tech companies like Google, Facebook, and Amazon. It explores Facebook's challenges and opportunities, including monetization of WhatsApp and Instagram. The discussion also covers Netflix's competitive position and subscriber growth potential amidst increasing competition. Finally, it addresses regulatory scrutiny on major tech companies and their market dynamics.

What are the potential risks and rewards of investing in Facebook given its current controversies?

How do you think Netflix will adapt to increasing competition in the streaming market?

What is your opinion on the regulatory scrutiny faced by major tech companies?