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AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano | PodSearch.io
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investing
AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano
Investing Experts
·
May 10, 2023
·
23:23
·
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INTERACTIVE TRANSCRIPT
About this Episode
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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