The Joseph Carlson Show Big Tech Is About To Respond To DeepSeek (Earnings Preview)
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Jan 28, 2025 Major tech firms like Apple, Microsoft, and Tesla are under the spotlight as they prepare to report earnings. Insights reveal Microsoft's robust strategies in AI and cloud services, while Meta showcases impressive user growth. Tesla faces hurdles with valuation and competition. Additionally, a look at MasterCard highlights promising growth amid consumer trends. The episode also questions Apple’s innovation pace and Intel’s struggles, setting a tense stage for investors.
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Turnaround Plays and Competition
- Look for turnaround plays like Starbucks, but be cautious of competition.
- Consider companies like Texas Roadhouse with more unique offerings.
ASML's Strategic Advantage
- ASML's position at the top of the chipmaking hierarchy insulates it from competition.
- DeepSeek's impact on lower-level AI companies won't materially affect ASML long-term.
ASML Earnings Outlook
- ASML's earnings will focus on cash flow, technological advancements, AI demand, and geopolitical risks.
- Despite current market gloom, the risk-reward ratio favors ASML.