I have mixed feelings on tech stocks. I feel like the general competence has gone down, and that makes them vulnerable.

Google is a shitshow right now. I don't think they can do B2B. Chrome Extensions. GSuite Free. Google Workspace App security audits. I can list of dozens of other disruptions like that. No one trusts them. At the same time, cost structure is astronomical; employee count has grown exponentially, to match revenues, with little to show for it.

Amazon is a cesspool of knock-offs, scams, and rip-offs.

Facebook's reputation is in the toilet right now and internal incentives are completely misaligned.

Microsoft is, oddly enough, doing the best of the bunch. They recovered from their evil hay day in the nineties, their incompetent '00s, and seem to be doing okay.

I think the move to degooglify will spiral. I think an Aliexpress might take down Amazon within the next decade or two. And Facebook might be Myspaced.