businessMay 2, 202358:25pending

Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks

About this episode

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

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Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks

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