[remote_phone]

FANG is surviving, if not thriving. A lot of famous companies will disappear in the next 9 months. This feels a lot like the dotcom bust to me.

[three_seagrass]

Q1 results only cover a few weeks of the lock down. FAANGs require consumers to continue spending, and with 30+ million unemployed, that's a lot less disposable income and piling debt.

We won't be able to fully see the results of the pandemic in the FAANGs until early Q3.

[dillonmckay]

All global companies, too.