Wall Street Unplugged - What's Really Moving These Markets cover image

3 Big Tech leaders to buy… and 3 to avoid

Wall Street Unplugged - What's Really Moving These Markets

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How to Put Up the Numbers in a Bull Market

When you have expensive stock, it needs to be fulfilled. Microsoft came out in their quarter a couple of weeks ago and just said, look, we're not going to see anything really, not the bottom line, but the top line from AI for another year plus. And this is a company that's spending what? Tens of billions of dollars on AI. What's safe for those companies? How are they going to generate that kind of revenue? The valuations need to be fulfillment. You got to put up the numbers eventually.

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