Software Apocalypse, Microsoft's Frenemy, and Pizza
About this episode
The episode discusses the current state of software stocks, AI spending, and investment recommendations while featuring insights from various guests.
(01:06) Headlines Software Stocks AI Spending Microsoft's Frenemy (07:42) Newest Recommendations Chipmaker Turnaround General Store (16:07) What We Think Now Kyndryl Doximity Booking (25:55) What We're Watching Internet of Things Advertising Demand Coupang Host: Mac Greer Guests: Andy Cross, Emily Flippen, Asit Sharma Producers: Bart Shannon, Mac Greer
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