Exploring the impact of secular narratives on companies like Meta, Google, and Microsoft, along with insights on managing cash reserves, stock positions, and productivity improvements through digitization in Raytheon. The chapter also delves into stock investments in Microsoft, Google, Adobe, and Palo Alto Networks, discussing the history of Tesla's stock and its potential in utility grade battery packs despite past controversies.
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Ross Gerber, CEO at Geber Kawasaki Wealth Management, Bloomberg Businessweek Columnist Max Chafkin and Bloomberg Technology Co-Host Ed Ludlow break down Tesla earnings and outlook. Angela Stent, Senior Fellow at Brookings Institution, shares her thoughts on the US aid package for Ukraine. Bloomberg News Technology Reporter Alex Barinka and Bloomberg Opinion US Technology Columnist Dave Lee discuss a potential US ban on TikTok. And we Drive to the Close with Nancy Tengler, CEO and CIO at Laffer Tengler Investments.
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