Ken Mahoney, CEO of Mahoney Asset Management, discusses reasons behind the recent market weakness and expectations for earnings season. He also talks about the case for tech leadership, highlighting FAANG stocks, FB, AAPL, AMZN, NFLX, and GOOGL. He then goes over his stock picks which include Advanced Micro Devices (AMD), Microsoft (MSFT), and Nvidia (NVDA). Finally, he mentions what the market sell-off means for investors.

Watch Ken here.