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Podcast: Investing Experts
Episode: AI tiers and taking profits in tech with Joe Albano, Tech Cache
Description: Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Understanding AI's different layers (16:40). Hot take on Google/Alphabet (30:15).Subscribe to Tech CacheShow Notes:AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To ReturnsNvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The BeneficiariesAMD And Nvidia: Engagements Vs. InvoicesMicron: Gnashing Of Teeth As The Best Upcycle Develops (Rating Downgrade)Episode...