

Microsoft and Alphabet’s Moment of Truth 1/30/24
Jan 30, 2024
Debate on Microsoft and Alphabet's earnings reports, bullish calls on big banks, insights from 'The Assassin' short seller. Outlook for tech giants, market expectations, banking sector upgrades, short selling scrutiny, market insights, and tech giants' market dynamics.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Outlook and Challenges for Tech Giants
01:53 • 11min
Tech Industry Analysis and Earnings Preview
12:43 • 11min
Market Expectations and Earnings Growth
23:39 • 4min
Market Performance and Corporate Strategies
27:45 • 6min
Banking Sector Upgrades and Short Selling Scrutiny
34:03 • 6min
Stock Price Plummet and Market Insights
40:00 • 6min
Tech Giants' Market Dynamics
46:06 • 4min