Don’t completely agree..Netflix and Walt Disney are mainly competing with each other in streaming business now..so ones gain maybe others loss unless they both enter a duopoly state..Alphabet is good but regulatory is gonna be a bigconcern esp with what’s happening in China..I guess there are some aspects which rest of world will follow..esp on how the consumer data is monetized..
Well..it’s getting increasingly complex to navigateChina’s tech regulatory environment..it’s likely gonna get worse before the stocks can find some bottom.