Equity Mates Investing Podcast Big Tech correction, Politician's portfolios revealed & what happened to ESG investing?
21 snips
Mar 2, 2025 Recent declines in big tech stocks have investors buzzing, especially with the Magnificent Seven dipping over 10%. The conversation shifts to the investment choices of Australian politicians, revealing intriguing portfolios and possible ethical dilemmas. The podcast also tackles the challenges ESG investing faces in today's market, questioning its viability. Amidst these trends, notable investment opportunities emerge, highlighting a balance between ethical considerations and financial performance in the evolving landscape.
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Big Tech Correction
- Big tech stocks, including the Magnificent Seven, have experienced a downturn in early 2025.
- Despite this, the long-term outlook for the stock market remains positive due to continuous innovation.
Nvidia's Success
- Nvidia's latest earnings report exceeded market expectations, demonstrating continued growth, particularly in data centers.
- This reinforces their leading position in the AI infrastructure boom.
Tech Stock Valuation
- Consider Alphabet and Meta; their price-to-earnings ratios are lower than Commonwealth Bank's.
- Other tech giants are cheaper than REA Group, making them compelling investments.