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AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano
Episode 52
Kirk Spano talks to Julian Lin about mega-cap tech stocks and AI hype. This is an abridged version of our recent conversation, Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks.
- Is Microsoft fairly valued? (0:28)
- Why is Microsoft pumping AI so hard? (7:20)
- Bing, ad revenue and Google (10:30)
- Contextualizing Meta's parabolic moves (14:10)
Julian's Investing Group: Best of Breed Growth Stocks
Julian Lin on Seeking Alpha
Kirk's Investing Group: Margin of Safety Investing
Kirk Spano on Seeking Alpha
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Published on 2 years, 7 months ago