Real Vision: Finance & Investing
#981 - How High Can Tech Fly? with Dave Mazza
Feb 26, 2024
In this episode, Dave Mazza discusses tech sector growth, Bitcoin landscape, AI event in Singapore, margin disparities in tech companies, AI technology market rally, Nikkei 225 index nears 1989 high, Round Hill Bitcoin Covered Call Strategy ETF, potential Ethereum covered call ETF, market dynamics and growth opportunities in finance and investing.
38:50
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Quick takeaways
- Mega-cap tech stocks like Nvidia, Microsoft, and Alphabet show impressive margin growth, setting them apart from the market.
- AI integration in companies like Nvidia, Microsoft, and Alphabet drives revenue growth and margin expansions, creating a divide in the equity market.
Deep dives
The Growth in Mega-Cap Tech Stocks and Their Margins
The podcast discusses the significant growth of mega-cap tech stocks, particularly with the Magnificent Seven companies showing impressive revenue growth and margin expansion. These companies, like Nvidia, Microsoft, and Alphabet, have demonstrated margin growth, setting them apart from the rest of the market. The focus on their margins, which are two and a half times higher than non-Magnificent Seven companies, highlights a divide between companies with strong fundamentals and those without.
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