Roger McNamee Co-Founder of Elevation Partners: A Perfect Storm is Brewing for Tech Stocks, as reported by CNBC and commentary from TheShort.Top

Scary competition of NFLX coming from AMZN (According to this author of TheShort.TopNFLX said would not compete with AMZN in acquiring NFL programming, some of the highest residuals on TV) and AAPL.  Roger would not be a buyer of NFLX.  Proliferation of distribution points (As this author of TheShort.Top, surmise points such as Hulu, Crackle and ChromeTV).

AAPLs “Drive” will take longer than people think.  According to this author of TheShort.Top, self-driving car space crowded with GOOG and Mobileye N.V. (NYSE: MBLY).  MBLY down $0.02 while Dow 30 up 0.90%, poor technical factor with 134.39 P/E and market capitalization of 13.75 Billion.  Candle produced on 3/13/17.  Vulnerable if market decelerates.

TSLA, market capitalization NUTS.  Would not like to own here.  According to this author of TheShort.TopSee Due Diligence.

SNAP brutal market capitalization because market is valuing like FB.

In an interview with CNBC on 1/25/17,

McNamee on Dow 20K: I'm Increasingly defensively postured

McNamee on Dow 20K: I’m increasingly defensively postured  Wednesday, 25 Jan 2017 | 5:50 PM ET | 04:23

The protectionist policies of President Donald Trump will be bad for technology companies, Roger McNamee, co-founder of venture capital firm Elevation Partners, told CNBC’s “Fast Money” on Wednesday.

The new administration’s America-first message may damage domestic tech companies’ access to foreign markets and resources, particularly in China, he said.

“Our relationship with China is going to change radically and it doesn’t look like it’s going to get better,” McNamee said.

Most unsettling to the investor is the potential destruction of global partnerships that have been built up over the past 70 years. Trump is trying to dismantle the Trans-Pacific Partnership (TPP), an agreement between the U.S. and 11 other countries, among other trade partnerships.  “If we lose the TPP one of the levers of protecting American companies will go away,” he said.

McNamee’s major holdings are Facebook, Apple, Alibaba, Yelp, Amazon, eBay and PayPal.

Still, both Alphabet and Microsoft are potential victims of the shift to Trump’s nationalist proposals, he said.

“Antitrust policy will be one of the tools that other countries use to punish us if we do policies they don’t like, and I think Alphabet, Facebook, Microsoft are all in the crosshairs on that,” he said.  SEE DUE DILIGENCE.

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