Investing Experts Tech titans' AI strategy
6 snips
Jul 30, 2025 Michael Kramer, a leading analyst at Seeking Alpha, and Dan Rayburn, a streaming expert, dissect the latest strategies from tech giants. They discuss how Apple, Microsoft, Amazon, and Meta are positioning themselves in the burgeoning AI market. The two delve into the intricacies of streaming content, highlighting Netflix's ongoing reign and emerging challenges. Kramer's insights on Amazon's revenue streams and cloud services further reveal the dynamic landscape of tech investments. The conversation emphasizes the significant role of AI in enhancing user engagement and marketing strategies.
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Investor on Skipping NVIDIA
- Michael Kramer shares he never bought NVIDIA due to valuation and volatility concerns despite its AI growth.
- He chose Amazon for its stable valuation and cloud opportunities during market lows in 2022.
First Movers Aren't Always Winners
- The first movers in tech do not always win; companies may eclipse early leaders by evolving business models.
- Kramer anticipates a company might surpass NVIDIA in AI as opportunities mature.
AI's Bigger Promise: Healthcare
- AI's biggest impact will be in healthcare and drug discovery, not just consumer AI applications.
- AI can enable rapid disease risk detection, transforming diagnostics years into the future.