Big Tech Earnings

7.2.2026

Never Sell

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55:58

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Big Tech Earnings

Never Sell

Flere episoder fra "Never Sell"

Scuttleslops, OpenAI valuation, Ryan Specialty

Big Tech earnings, S&P and Moody’s, AI

AI Doom, Veeva, Research and Writing

MBI interviews Asianometry

Big Tech Earnings

Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins

The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge

Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons

Never Sell: Episode 9 - Global Payments, AI and Software, OpenAI and Anthropic Bubble?

Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing