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13min chapter
Tech Stocks Without A Net & A Conversation with Mark Mahaney
RiskReversal Pod
Tech Giants and CapEx Trends
This chapter analyzes capital expenditure trends among leading tech companies like Meta, Google, Amazon, and Microsoft, in relation to their Q4 earnings forecasts for 2025. It highlights the implications of their spending on revenue growth, the competitive landscape, and the challenges they face in an evolving market.
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Listen to the best highlights from the podcasts you love and dive into the full episode