Tech Tune-Up With Paul Meeks | March 8th, 2024

Join Paul Meeks, CFA, CAIA, Top Tech Analyst, Portfolio Manager, & Commentator, as he delves into the latest developments in the tech sector, covering the giants that shape our digital world. From earnings reports to groundbreaking innovations, Meeks provides insightful analysis and expert commentary on companies like Apple, Microsoft, Amazon, and more!
Takeaways:
-Invest in AI infrastructure rather than individual AI companies.
-Pay attention to GitLab's sales as an indirect tell for the software development industry.
-Consider CrowdStrike over Palo Alto Networks in the cybersecurity space.
-Be cautious when investing in EV stocks like Tesla and Rivian.
-Stay updated on tech trends such as interest rates, geopolitical events, and the US-China technology standoff.
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Host:
Paul Meeks, CFA, CAIA
Professor of Practice, Baker School of Business, The Citadel
https://www.linkedin.com/in/paulmeeks/

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Chapters:
00:00 Introduction
02:02 Investing in AI Infrastructure
03:01 Indirect Tell: GitLab's Sales Slowdown
03:59 Cybersecurity: CrowdStrike vs. Palo Alto Networks
04:56 Selling PLTR and Apple's Challenges
07:20 Tesla's Market Share Decline
08:19 Risks and Opportunities with Tesla
09:14 Meta's Impact on Old Media
11:11 Figure AI and Reddit's IPO
12:10 Figure AI Humanoid Robot
13:37 Reddit's IPO and Digital Ads
14:07 Sienna and Data Networking Stocks
15:33 Semiconductor ETF: SMH
16:30 Rivian's Uncertain Future
22:42 Tech Trends: Interest Rates and Geopolitics
25:07 Cybersecurity Attacks and Digital Markets Act
27:01 Challenges with AI Implementation
28:55 China's Semiconductor Development
30:22 US-China Technology Standoff
31:20 Conclusion
Check out www.benzinga.com for complete coverage along with all the latest financial news and data!

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Disclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.
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Видео Tech Tune-Up With Paul Meeks | March 8th, 2024 канала Benzinga