Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks
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 AlphaBest of Breed Growth StocksKirk Spano on Seeking AlphaMargin of Safety InvestingSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO