
What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney
Prof G Markets
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Retail, Tech, and Future Prospects
This chapter provides an in-depth analysis of the implications of tariffs on major retailers like Amazon, Walmart, and Home Depot, as well as the challenges they face in a competitive environment. It also explores the advertising performance of Meta and Google's search revenue growth while spotlighting Uber's investment potential amid economic fluctuations. The discussion emphasizes the future landscape for these companies considering regulatory scrutiny and emerging technologies.
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