The
spotlight this week is concentrated on 4 “Magnificent 7” names: Apple, Microsoft, Amazon and Meta, with markets watching closely for updates on AI strategy, consumer trends, and cloud performance. We've had a handful of guests discuss mega cap tech stocks recently so we thought we'd include some of their insights in one episode.
Show Notes:
Magnificent 7 Now The Troubling 3, Underscores Market WeaknessNetflix Is Still KingMarket Sentiment Is A Powerful Thing - Joe Albano, Tech CacheHigh Conviction Ideas With Next Gen InvestorsWaiting On Tech Earnings, Don't Overplay Market SeasonalityEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at
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