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Can We Talk About AI Capex? Ryan Is Buying Google Stock; Philip Morris Hits New Highs (GOOG, PM)

Chit Chat Stocks

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Analyzing Tech Giants: Opportunities and Challenges

This chapter explores the performance and valuation of key technology companies like Alphabet and Meta, reflecting on listener insights and past investments. The discussion covers Alphabet's undervaluation relative to Meta's slowing advertising growth, alongside critiques of recent marketing strategies from major firms. It concludes with an exploration of investment resilience amid economic pressures, emphasizing the importance of strong business models.

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