AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano

Kirk Spano talks to Julian Lin about mega-cap tech stocks and AI hype. This is an abridged version of our recent conversation, Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks. Is Microsoft fairly valued? (0:28) Why is Microsoft pumping AI so hard? (7:20) Bing, ad revenue and Google (10:30) Contextualizing Meta's parabolic moves (14:10) Show Notes: Julian's Investing Group: Best of Breed Growth Stocks Julian Lin on Seeking Alpha Kirk's Investing Group: Margin of Safety Investing Kirk Spano on Seeking Alpha Investing Experts Episodes With Transcripts Seeking Alpha Investing Groups Seeking Alpha Premium and PRO