Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom.
(00:21) Jason Moser and Asit Sharma discuss:
– Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens.
– Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis.
– Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with Intuitive Surgical.
(19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks.
(34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe.
Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE.
Host: Dylan Lewis
Guests: Jason Moser, Asit Sharma, Malcolm Ethridge
Engineers: Dan Boyd
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