Not a bubble! Julian Lin on tech's profitability and reasonable valuations
Nov 30, 2023•39 min
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Episode description
Julian Lin shares his thoughts on finding dividend stocks in this environment (2:00). Tech stock valuations becoming less compelling, but don't call it a bubble (7:45) Controversial Palantir - legitimate reasons to be optimistic (14:20) Why Meta and Alphabet are Julian's top tech picks (19:00) A mistake to think NVIDIA is part of AI bubble (29:00).
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Show Notes:
Palantir: The 'Nvidia Moment' Is Coming
Nvidia: This Is An 'Apple Moment' With Blackberry Consequences (Rating Upgrade)
AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano
Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
Sam Altman Returns As OpenAI CEO With New Board
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Subscribe to Julian's Best of Breed Growth Stocks
Show Notes:
Palantir: The 'Nvidia Moment' Is Coming
Nvidia: This Is An 'Apple Moment' With Blackberry Consequences (Rating Upgrade)
AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano
Palantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor Dergunov
Sam Altman Returns As OpenAI CEO With New Board
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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