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Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks
Kirk Spano interviews Julian Lin about mega-cap tech stocks, AI hype and recent earnings.
- Microsoft not the safe-haven tech stock Wall Street thinks it is (2:40)
- Will AI disrupt search or will it benefit Google? (15:30)
- Bullish on Google (22:00)
- Meta's strong execution (32:20)
- Comparing and contrasting Roblox with Unity (44:40)
Julian Lin on Seeking Alpha
Best of Breed Growth Stocks
Kirk Spano on Seeking Alpha
Margin of Safety Investing
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Published on 2 years, 7 months ago