jared isaacman, ceo of shift4 payments. is this the time to sound the alarm on technology stocks?ve been a standout performer, but a huge rally in companies like zoom has one strategist saying there is a risk investors will be disappointed. joining us to discuss is bloomberg's ed ludlow. overvalued? ed: they are basically raising the question, with valuations so high with tech stocks, particularly software stocks, what is the risk that the rally this year doesn't continue? what if they don't live up to the hype? he told bloomberg there is a lot of complacency. on a scale of one to 10, complacency is at a nine and the fear index is zero. he has flagged two companies where he thinks valuations are extreme. cooper and zoom. so many of us familiar with zoom because of the pandemic. cooper's stock has doubled this year, 693 times 2021 earnings estimates. zoom is up 530% this year. the question is, as we move out of the pandemic phase, optimism in the market around a vaccine, what happens to companies that saw fortunes rise during the pandemic? what happens when we move on? taylor: what