Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 5min
The Tech Sector Is Not Growing Anymore
04:43 • 2min
The Eurovision City and the Future of Cloud Computing
06:57 • 5min
The Wild Card on Meta: What Happens With TikTok?
12:21 • 2min
Apple's Dividend and Share Buyback Program Is Expected to Be Met
14:31 • 2min
Apple's Repurchase Program Is a Real Buyback
16:34 • 6min
Apple Needs New Sources of Growth
22:17 • 1min
Apple Buying Disney
23:34 • 2min
Microsoft's Future Is in the Cloud
25:21 • 2min
The Future of Amazon
27:22 • 4min
The Market Overvaluing Perion Networks and Palo Alto
31:08 • 3min
The Threat to Micron From China
33:56 • 5min