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Kirk Spano interviews Julian Lin about mega-cap tech stocks, AI hype and recent earnings.
Julian Lin on Seeking Alpha
Best of Breed Growth Stocks
Kirk Spano on Seeking Alpha
Margin of Safety Investing
Seeking Alpha Investing Groups
Seeking Alpha Premium and PRO
- Microsoft not the safe-haven tech stock Wall Street thinks it is (2:40)
- Will AI disrupt search or will it benefit Google? (15:30)
- Bullish on Google (22:00)
- Meta's strong execution (32:20)
- Comparing and contrasting Roblox with Unity (44:40)
Julian Lin on Seeking Alpha
Best of Breed Growth Stocks
Kirk Spano on Seeking Alpha
Margin of Safety Investing
Seeking Alpha Investing Groups
Seeking Alpha Premium and PRO
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode