About this episode
Kirk Spano interviews Julian Lin about mega-cap tech stocks, AI hype and recent earnings. Microsoft not the safe-haven tech stock Wall Street thinks it is (2:40) Will AI disrupt search or will it benefit Google? (15:30) Bullish on Google (22:00) Meta's strong execution (32:20) Comparing and contrasting Roblox with Unity (44:40) Show Notes: Julian Lin on Seeking Alpha Best of Breed Growth Stocks Kirk Spano on Seeking Alpha Margin of Safety Investing Seeking Alpha Investing Groups Seeking Alpha Premium and PRO