Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks

Kirk Spano interviews Julian Lin about mega-cap tech stocks, AI hype and recent earnings.

• Microsoft not the safe-haven tech stock Wall Street thinks it is (2:40)
• Will AI disrupt search or will it benefit Google? (15:30)
• Bullish on Google (22:00)
• Meta's strong execution (32:20)
• Comparing and contrasting Roblox with Unity (44:40)

Show Notes:

Julian Lin on Seeking Alpha

Best of Breed Growth Stocks

Kirk Spano on Seeking Alpha

Margin of Safety Investing

Seeking Alpha Investing Groups

Seeking Alpha Premium and PRO