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Big Tech on Deck 08/03/23

Aug 3, 2023
45:20
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1
Introduction
00:00 • 2min
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2
Apple's Third Quarter of Contracting Revenue
02:23 • 4min
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3
The Shareholder Base in Apple
06:23 • 4min
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4
The Importance of Apple's Installed Base
10:30 • 5min
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5
Qualcomm's 9% Decline in the Share Price Is an Overreaction
15:53 • 3min
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6
AMD Nvidia Shares Were Real Underperformers Yesterday
18:45 • 5min
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7
The Future of Higher Education
23:22 • 2min
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8
Bill Ackman's Call on the Long End of the Bond Market
25:02 • 3min
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9
The Risk of Short Coverage in the Market
28:27 • 5min
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10
The Birth of the Coams
33:30 • 5min
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11
The Resilience of the Stock Market
38:43 • 3min
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12
Dutch Brothers: Should I Buy More Bros?
42:10 • 3min
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13
CNBC's Halftime Report
45:33 • 2min
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Dominic Chu and the Investment Committee discuss the $4 Trillion test for the market: Apple and Amazon earnings. Plus, the Chart of the Day is Qualcomm, shares of the chipmaker falling on a Q3 revenue miss and disappointing guidance. We also get the panel’s reaction to the dip in Shake Shack shares post earnings. And our experts grade your latest trades.

Investment Committee Disclosures

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