How Benchmark's Kevin Kelly Is Trading the NDX

The video discusses the volatility trends in the NASDAQ 100, highlighting the decrease in realized volatility and the increase in implied volatility. It explores an investment strategy that leverages this implied volatility without capping upside potential, focusing on the technology sector's strong earnings season. The discussion also covers potential risks, such as tariff and regulatory challenges, particularly for companies like Apple and Google.

What strategy is suggested for taking advantage of implied volatility while maintaining unlimited upside?

What are the key risks mentioned in relation to investing in technology companies like Apple?