AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano
May 10, 2023 ·
23m 22s
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Description
https://seekingalpha.com/author/kirk-spano talks to https://seekingalpha.com/author/julian-lin about mega-cap tech stocks and AI hype. This is an abridged version of our recent conversation, https://seekingalpha.com/article/4598747-julian-lin-and-kirk-spano-unpack-mega-cap-tech-stocks - Is Microsoft fairly valued? (0:28) - Why is...
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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.
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
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- 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)
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
Information
| Author | Seeking Alpha |
| Organization | Seeking Alpha |
| Website | seekingalpha.com |
| Tags |
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