Join Paul Meeks, CFA, CAIA, Top Tech Analyst, Portfolio Manager, & Commentator, as he delves into the latest developments in the tech sector, covering the giants that shape our digital world. From earnings reports to groundbreaking innovations, Meeks provides insightful analysis and expert commentary on companies like Apple, Microsoft, Amazon, and more!

Takeaways:
-Alphabet faces challenges with product snafus and anti-competitive behavior allegations.
-Investors should be cautious about investing in COVID-19 related stocks.
-Bitcoin's stability as a currency is questionable, and its adoption depends on the US central bank's involvement.
-Investing in Chinese tech companies comes with risks due to government control.
-Management is crucial in commodity businesses.
-Short squeezes can artificially inflate stock prices.
-Investors should consider opportunities abroad, such as Taiwan Semiconductor and ASML.
-Tech companies are bundling their software products, which may indicate a lack of growth.
-The battle over First Amendment use of social media is an important legal issue.
-Investors should evaluate the fundamentals of AI companies before investing.

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Host:
Paul Meeks, CFA, CAIA
Professor of Practice, Baker School of Business, The Citadel
[ Ссылка ]

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Chapters:
00:00 Introduction and News Highlights
02:17 Alphabet's PR Challenges
03:16 Google's Anti-Competitive Behavior Case
04:13 Apple's Exit from Electric Vehicle Space
05:12 Layoffs in Video Console Hardware Vendors
06:08 Investing in Video Gaming
06:35 Caution with COVID-19 Related Stocks
07:33 Concerns about Bitcoin
08:25 Evaluation of Bitcoin as a Currency
09:23 US Central Bank's Role in Crypto Adoption
10:22 Investing in Chinese Tech Companies
11:21 Challenges in Old School Media
13:14 Warren Buffett's Tech Investments
14:13 Salesforce's Lackluster Guidance
15:13 PC Companies' Performance
16:10 Importance of Management in Commodity Businesses
17:38 Soundhound's Stock Performance
19:23 Favorite Stocks in the Portfolio
23:15 Impact of Interest Rates on Tech Stocks
25:36 AI Chips in Smartphones and PCs
27:02 US Government's Investments in Semiconductors
27:55 First Amendment Use of Social Media
28:25 Negative Trend of Software Product Bundling
29:22 Battle over First Amendment Use of Social Media
30:21 Concerns about AI Companies' Fundamentals
31:19 Impact of Short Squeezes on Stock Performance
32:44 Investing in Tech Companies Abroad
33:42 Microsoft's AI Partnership with Mistral
36:20 Conclusion


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Disclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.


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