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5min chapter
Reddit - Julian Lin's top conviction idea
Investing Experts
Analysis of Tech Companies' Performance and Valuations
Exploring the effects of interest rate cuts on the tech industry, with a spotlight on generative AI benefits for large cap tech companies like meta platforms and Alphabet. The chapter delves into valuation comparisons, growth rates, and the revenue potential of platforms like Snapchat and Reddit.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode