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. <br />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:<br /><br /><b>Julian's Investing Group: Best of Breed Growth Stocks</b><br /><b></b><br />Julian Lin on Seeking Alpha<br /><br /><b>Kirk's Investing Group: Margin of Safety Investing</b><br /><br />Kirk Spano on Seeking Alpha<br /><br /><b>Investing Experts Episodes...