Why Are Tech Stocks Missing Out on the Trump Rally?

The transcript discusses the performance of tech stocks in light of Trump's economic policies, emphasizing deregulation and tax plans. It highlights NVIDIA's success and potential growth in the tech sector. The conversation also touches on Silicon Valley's political relations, particularly with the Obama and Trump administrations, and the implications for trade and lobbying. Finally, it explores Trump's views on mergers and acquisitions, with a focus on media consolidation and market freedom.

What concerns does the speaker express regarding traditional lobbying in the context of the Trump administration?

What are the speaker's thoughts on the future of mergers and acquisitions under Trump's administration?