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Dickens: GOOGL "Massively Undervalued," Big Tech Remains in A.I. Arms Race
Manage episode 516339165 series 3645668
Big Tech will continue to put up big money for A.I. buildout, says Steven Dickens. Even if there's no pickup in CapEx spend from Microsoft (MSFT), Meta Platforms (META), or Alphabet (GOOGL), he expects the spend to remain the same or see little change. As for Alphabet, Steven sees supreme value in the Mag 7 giant's core business and strategic ventures. Tom White offers an example options trade for Alphabet.
======== Schwab Network ========
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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
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8403 episodes
Manage episode 516339165 series 3645668
Big Tech will continue to put up big money for A.I. buildout, says Steven Dickens. Even if there's no pickup in CapEx spend from Microsoft (MSFT), Meta Platforms (META), or Alphabet (GOOGL), he expects the spend to remain the same or see little change. As for Alphabet, Steven sees supreme value in the Mag 7 giant's core business and strategic ventures. Tom White offers an example options trade for Alphabet.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
8403 episodes
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