AI tiers and taking profits in tech with Joe Albano, Tech Cache

Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Understanding AI's different layers (16:40). Hot take on Google/Alphabet (30:15).<br /><b></b><br /><b>Subscribe to Tech Cache</b><br /><br />Show Notes:<br />AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To Returns<br />Nvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The Beneficiaries<br />AMD And Nvidia: Engagements Vs. Invoices<br />Micron: Gnashing Of Teeth As The Best Upcycle Develops (Rating Downgrade)<br /><br />Episode...