This chapter explores the differing revenue strategies of leading tech companies, focusing on advertising versus profitability. It analyzes one company's effective cash generation amidst heavy investments in AI and the Metaverse, revealing the market's favorable reaction to its financial health.
Someone’s gotta make ‘em, and someone’s gotta buy ‘em.
(00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss:
- whether you should fall in love with companies
- AMD’s data center business
- Meta’s “special treatment”
Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street.
Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR
Host: Mary Long
Guests: Asit Sharma, Karl Thiel, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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