Analyst Cakmak Says the Flight to Safety Is Not FANG Stocks

The video discusses unexpected market outperformers like Twitter and Snap, and the valuation of major tech stocks. It highlights Amazon's strong market position despite regulatory risks and Google's unfair market punishment. The discussion also covers the impact of passive investment strategies and the regulatory challenges faced by companies like Facebook and Amazon.

In what way does the speaker believe Google is being unfairly punished?

What does the speaker imply about the relationship between regulatory risks and company performance?