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
