Okay, Computer: Q1 Tech Earnings Preview with Gene Munster of Deepwater Asset Management
RiskReversal Pod
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Tesla: The Outlier in the Market?
I think margins are going to be the big story. Not necessarily that they have come down for each of these sort of big tech companies, but how they're looking at them going forward. And we've talked about this before. It's not growth at all costs anymore. If you're Elon Musk, you it is still growth at all cost, but he's sort of the outlier. But I don't think that any of the other mega caps get that kind of pass. We haven't seen tech this concentrated in a while. So if you see a Microsoft or if you see even a Google stumble badly, that's going to have ramifications for the broader market.
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