• What a Second Trump Presidency Would Mean for Tech 7/1/24

  • Jul 1 2024
  • Length: 6 mins
  • Podcast

What a Second Trump Presidency Would Mean for Tech 7/1/24

  • Summary

  • Between last week’s debate and today’s Supreme Court ruling, Silicon Valley is thinking more than ever about what another Trump presidency would mean for the tech industry. A friendlier deal environment could benefit megacaps and the small to midcap software names. Gig economy names and American e-commerce would also get some relief from a lighter touch. On the flipside, the Trump short tech basket includes Temu-owner Pinduoduo and social media names.

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