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Podcast: Investing Experts
Episode: AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano
Description: 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 StocksJulian Lin on Seeking AlphaKirk's Investing Group: Margin of Safety InvestingKirk Spano on Seeking AlphaInvesting Experts Episodes...