Tech Resilience, Snowflake Slowdown, Nvidia And AI With Julian Lin
May 26, 2023 ·
20m 20s
Julian Lin discusses the tech sector, macro headwinds and recent earnings. (0:30) - Tech's powerful recovery (2:34) - Nvidia and how AI may impact tech as a whole (5:30) -...
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Julian Lin discusses the tech sector, macro headwinds and recent earnings.
(0:30) - Tech's powerful recovery
(2:34) - Nvidia and how AI may impact tech as a whole
(5:30) - AI stocks' rich valuations, but don't short
(9:00) - Snowflake's slowdown not hard to understand
(14:30) - Macro environment means companies having to rationalize costs.
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Wall Street Breakfast on Twitter
Show Notes:
Julian Lin on Seeking Alpha
Best Of Breed Growth Stocks
Snowflake: 40% Revenue Growth With 25% Free Cash Flow Margins
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(0:30) - Tech's powerful recovery
(2:34) - Nvidia and how AI may impact tech as a whole
(5:30) - AI stocks' rich valuations, but don't short
(9:00) - Snowflake's slowdown not hard to understand
(14:30) - Macro environment means companies having to rationalize costs.
Our Links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Wall Street Breakfast on Twitter
Show Notes:
Julian Lin on Seeking Alpha
Best Of Breed Growth Stocks
Snowflake: 40% Revenue Growth With 25% Free Cash Flow Margins
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