Of that list, I understand why MSFT, AAPL, AMZN, and NVDA would be up. The rest aren’t so clear to me. NFLX - streaming is up but consumers exhaust the conten

Of that list, I understand why MSFT, AAPL, AMZN, and NVDA would be up. The rest aren’t so clear to me. NFLX - streaming is up but consumers exhaust the content library faster and competitors (Disney) will now want to gain market share at any cost FB, SNAP - exposure to ad dollars (brand, travel, hospitality, entertainment) that won’t be coming back for awhile UBER - unit economics of food delivery aren’t attractive + hyper competitive market, demand for core rideshare business likely depressed for a long time given it’s dependency on events and business travel SQ, MTCH - no opinion, neutral sentiment TSLA - with gas so cheap, electric vehicles are less attractive I buy the tech multiple expansion thesis but that would apply to every company on this list.