Calvasina Says Regulatory Headwinds Are Starting to Pick Up for Tech

The video discusses the overvaluation of big tech companies and the increasing regulatory challenges they face, including antitrust investigations. It highlights the impact of these issues on market pricing and investor focus, particularly in the TMT space. The discussion also touches on the political influence on tech regulation, noting that both Democrats and Republicans have reasons to be critical of the tech sector, which is not highly regarded by the public.

In what ways do political parties view the tech sector differently?

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What does the survey data suggest about the public's perception of the tech sector?

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