Global market strategists gave us 5 reasons tech giants will keep winning — even if they're broken up

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Strategists say they're bullish on tech giants and the whole sector, even in the unlikely event Elizabeth Warren breaks up Amazon, Google and Facebook.

While investors don't want any of that to happen, they're also not that worried about what Warren's call means for tech.

, according to Sameer Samana, the global equity and technical strategist for the Wells Fargo Investment Institute. That's because traders still bullish on tech fundamentals can use selling as an excuse to boost exposure at a discount. "These businesses are generating incredible revenues and incredible profits," he said."Even if regulation chips into some of that, they're still going to be significant engines of economic success."

"Tech is either at the forefront of, or it forms a backbone of, all those different big picture trends," Samana said.Hooper says huge companies that spread into numerous businesses generally trade at a discount compared to more focused ones. That's because investors feel the larger companies are less nimble and efficient than pure plays — and it means investors might jump at the chance to invest in specific parts of Amazon, Google, or Facebook if they were split up.

 

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