The Exchange cover image

A September Skip, The Bullish Case for Viking Therapeutics, and Lassoing the Laggards 8/19/25

The Exchange

00:00

Navigating Mega-Cap Tech and Beverage Innovations

This chapter explores investment strategies focused on mega-cap tech stocks, especially Apple, and their recent performance trends. It also analyzes Dell's market expectations amid the AI infrastructure boom and highlights innovative beverage offerings from major chains like Starbucks and Dunkin'. Additionally, the discussion dives into undervalued stocks like UnitedHealthcare and Intel, emphasizing their recovery potential and the complexities they face.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app