Tech Stock Investing Will NEVER Be the Same Again w/ Mark Mahaney
Manage episode 473166860 series 3654897
The tech sector has been both rewarding and volatile in recent years. With major shifts in AI, new regulatory policies, and changing ad market dynamics, investors have a lot to consider heading into 2025.
In this episode of the MoneyShow MoneyMasters Podcast, we break it all down with Mark Mahaney, Senior Managing Director & Head of Internet Research at Evercore ISI.
CHAPTERS 0:00 - Introduction
00:56 - DeepSeek AI Shakeup
02:36 - AI’s Impact on Tech Stocks
04:00 - Big Tech & Washington
06:23 - Tariffs & Market Effects
08:04 - Netflix’s Streaming Strength
10:16 - Meta’s AI-Driven Ads
12:35 - Uber: A Contrarian Pick
14:00 - Revisiting 2024’s Winners
14:40 - Preview: 2025 MoneyShow Vegas
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100 episodes