Chit Chat Stocks 5 Stocks At Their Lowest Valuations Ever; Google's Big Bet on Wiz; Ryan's Michael Saylor Experience (GOOG, NVDA, MSTR, + More)
Mar 23, 2025
Discover Google's bold $32 billion acquisition of Wiz and its implications for the future of Google Cloud. Dive into the current landscape of tech stocks hitting historic low valuations, including Amazon and Uber. Explore the challenges and opportunities facing Herc Holdings in the equipment rental space. Learn about the intriguing ideas from Michael Saylor's impactful speech and the potential slowdown in data center construction. Plus, debate the frugality in corporate leadership and the skepticism surrounding cryptocurrency investments.
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Alphabet's Wiz Acquisition: A Questionable Move?
- Alphabet's acquisition of Wiz for $32 billion, while potentially beneficial, raises concerns.
- Brett Schaefer questions the deal's value at 30 times forward revenue, especially given potential distribution conflicts with Wiz's multi-cloud strategy.
Wiz Acquisition: Distribution Advantage Unclear
- Brett Schaefer questions the distribution advantage Google supposedly gains from acquiring Wiz.
- Since Wiz already sells through Google Cloud, the acquisition's impact on distribution remains unclear.
Five Stocks at Lowest Valuations
- Consider Amazon, Adobe, Salesforce, Airbnb, and Uber, as they are trading at their lowest valuations ever according to certain metrics.
- Ryan Henderson suggests prioritizing Amazon and Airbnb due to their wider moats.