Microsoft Shows the Mag7 What AI Investment Looks Like
Topics discussed
Microsoft vs Meta earnings divergence and AI CapEx ROI
Is Microsoft the best bargain among the Magnificent 7?
Hidden Gems lightning round: MasterCard earnings analysis
MCOR earnings: AI infrastructure construction outlook
Garmin earnings: Fitness segment growth and guidance
L3Harris earnings: Defense stocks and spinoff delay
Mailbag intro: How to submit questions to the show
Investing strategy: Owning competitors vs single stocks
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