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)

Show Notes:

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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