Apple, Microsoft Are Like the 'Rock of Gibraltar' in This Market, Says Dan Ives

The video discusses the challenges of rating tech companies during unprecedented times, particularly in 2020. It highlights the need for stress testing models and considering worst-case scenarios. The discussion covers valuation metrics, the impact of 2020, and the importance of looking at past economic downturns to apply valuation frameworks. The video also explores assumptions about market recovery and predictions for companies like Apple and Microsoft, emphasizing the need for a structured approach in uncertain markets.

What is the significance of stress testing models in the context of tech company valuations?

What historical periods are referenced to evaluate current tech company valuations?