I'm sure there are some people out there that are looking at some of these businesses and saying, these valuations are starting to look more and more attractive. Is there anything that puts a business like this on your radar or is it just you're putting it in the too hard bucket? Well, I put it in thetoo hard bucket, but things that would change it for me is some clarity on what regulatory changes are actually going to be put in place. For me, the black box is we've known what we know about how Chinese regulators deal with companies. We used to have some knowns about that. Now with the third term for Xi Jinping and some promises of real crackdowns
Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week.
(:21) Dylan Lewis and Tim Beyers discuss: - Margins, pricing power, and other metrics to watch from big tech companies. - More details about Twitter's acquisition. - Why Chinese tech stocks are dropping as Xi Jingping begins his third term.
The battle of research papers is on! (16:58) Tim White joins Tim Beyers to discuss the simple reason why tech giants are very interested in generating images from text prompts.
Companies mentioned: MSFT, GOOG, GOOGL, META, TWTR, NFLX, AAPL Host: Dylan Lewis Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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