
RiskReversal Pod Okay, Computer: Tech Earnings Roundup with Deirdre Bosa, Gene Munster & Carter Worth
6 snips
Aug 3, 2023 Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The American Dream
01:35 • 3min
The Progression of Earnings Season
04:34 • 2min
The Rise of the Mega Cap Tech Market
06:56 • 2min
The Rise of AI in the Earnings Season
09:17 • 2min
Uber's Pre-Market Better Profitability Than Expected
11:15 • 2min
Uber and the Rise of Food and Delivery
12:59 • 2min
Uber's Free Cash Flow Is a Good Thing
15:03 • 2min
The Rise of the AI Bubble in San Francisco
16:47 • 4min
Apple and Amazon's Earnings
20:24 • 2min
Apple's Market Cap: A New All Time High
22:34 • 3min
Apple's Revalued iPhone Number in the June Quarter
25:57 • 3min
Amazon Reports: A Look at the Market's Expectations
28:52 • 3min
Carter Braxton Worth of Wow, Charting of Worth Charting
31:57 • 4min
Amazon and the Setup Into the Report
36:18 • 2min
Apple's Relative Strength Is Dreadful
38:06 • 4min
The Market Call: Amazon's Relative Performance
41:37 • 2min
