Investing Experts

Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks

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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)
Show Notes:

Julian Lin on Seeking Alpha

Best of Breed Growth Stocks

Kirk Spano on Seeking Alpha

Margin of Safety Investing

Seeking Alpha Investing Groups

Seeking Alpha Premium and PRO
...more
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Investing ExpertsBy Seeking Alpha
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