Podcast Episodes
Back to SearchTech's Spookiest 10/31/23
The Spookiest bear cases in tech… From Apple to Amazon to Uber, what are the plausible, but low probability outcomes that could deaden these stocks.
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2 years, 5 months ago
An AI Debate 10/31/23
The Biden Administration rolled out sweeping rules meant to create guardrails around the nascent AI industry. Is it good for tech or limiting for tec…
2 years, 5 months ago
Amazon’s Big Three 10/27/23
Amazon was a bright spot in tech earnings, giving investors what they wanted. But some major questions remain for the quarters ahead – today, the thr…
2 years, 5 months ago
TechCheck+ Apple’s China problem: how its ticket to success has become a liability 10/27/23
Apple can thank China for much of its success. In the early days, as Apple was on the brink of bankruptcy, it pivoted its manufacturing to China, cap…
2 years, 5 months ago
The Fundamentals Story 10/26/23
The NASDAQ is slumping… Tech stocks are rolling over… But why? Growth is strong. AI provides a narrative. And the economy isn’t in bad shape. Today: …
2 years, 5 months ago
Autonomous Competition, Meta & Amazon 10/25/23
More details emerge around the suspension of Cruise robo-taxis in San Francisco… The battle over autonomous vehicles. And what the latest numbers fro…
2 years, 5 months ago
Microsoft, Alphabet & Cruise 10/24/23
What’s most important about megacap tech earnings – Microsoft & Alphabet. Plus, a major development in the battle over driverless cars in San Francis…
2 years, 5 months ago
YIELD RISK & RETURN 10/23/23
Higher yields yield big changes in tech, in both megacaps and startups. Today, how the price of money is making its presence felt from Silicon Valley…
2 years, 5 months ago
TechCheck+ Netflix's side quest: A deep dive into its ambitious plans to become a gaming giant 10/20/23
Netflix has quietly been building out a library of more than 70 video games as part of an ambitious new push to become a gaming giant, testing out a …
2 years, 5 months ago
Big Tech Earnings – The Promise Vs. Economics Of Ai 10/20/23
It’s the eve of big tech earnings - Microsoft, Alphabet, Meta, Amazon, four of the magnificent seven, set to report next week. It’s all about the for…
2 years, 5 months ago