
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