It's safe to say that mega-cap tech companies have carried global markets this year, with the NASDAQ 100 returning almost 40% this year. And most of that performance can be attributed to seven behemoths. 

This exuberance around tech has fed across into the Australian market. Year to date, the S&P/ASX All Technology Index has returned over 21%.

Will this run continue or are investors about to hit the brake pedal?

What of the unprofitable hype companies that have characterised the sector through the past decade of free money and growth at any cost?  

In this episode, Sam Koch from Wilson Asset Management and Shane Fitzgerald from Monash Investors pick apart those questions, before providing their thoughts on three local technology companies. As you'll see, it's a stock pickers' market and opinions are divided. 

Finally, they each lay out the investment case for their highest conviction pick from the sector. 

Note: This episode was recorded on Wednesday 28 June 2023.