See Big Opportunity in Digital Transformation: Franklin Technology Fund

The video discusses the challenges and opportunities in the tech sector, focusing on digital transformation. It highlights the struggles of legacy tech companies with low growth prospects and the potential of top holdings like Microsoft and Amazon. The role of Visa and MasterCard in digital payments is explored, along with the unique position of Alibaba and Tencent in China. The video also addresses market rotation and the resilience of digital transformation-focused companies.

In what ways are companies like Workday and Salesforce positioned in the market?

What challenges are lower multiple tech companies facing according to the discussion?