Why Trump's tariffs are so bad for Big Tech

The article in my view even underestimates the 2nd order effects on big tech. Examples:

- Foreign clients divesting from US vendors due to the unpredictability, i.e. the supply chain risk

- The EU taking retaliatory measures impacting them, such as making parts of their IP temporarily unenforceable, or taxing cloud offerings within the EU.

All this does not bode well for their stock valuation :-/