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Tech Earnings Take Center Stage: R. "Ray" Wang on NOW, AMZN, GOOGL, META
Description
R. "Ray" Wang says geopolitical volatility is creating an opportunity to add high‑growth tech, highlighting ServiceNow (NOW) and a resilient software landscape. He also breaks down big tech earnings, pointing to Amazon (AMZN), Alphabet (GOOGL), Meta (META), Salesforce (CRM), and Workday (WDAY) as key beneficiaries of the AI infrastructure buildout, while remaining bullish on Tesla’s (TSLA) long‑term robotics ambitions.
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