00:00
23:22
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

Investing Experts Episodes With Transcripts

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Seeking Alpha Premium and PRO
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 Investing Experts Episodes With Transcripts Seeking Alpha Investing Groups Seeking Alpha Premium and PRO read more read less

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