AI Hype's Not Over

The structure of the streaming business is the reason Netflix isn't one of the big tech stocks anymore. Investors seem finally to have become a bit wary about that. It's not my favorite of all the tech stocks, but it would be definitely my pick over Tesla and Meta. But Microsoft Bing hasn't taken over from Google search. Valuation multiples are fairly low. There's really low debt to equity ratio. The digital advertising market seems to be doing a lot better in the last quarter than it was towards the end of last year.