Description

(01:06) Headlines

• Software Stocks
• AI Spending 
• Microsoft's Frenemy

(07:42) Newest Recommendations

• Chipmaker Turnaround 
• General Store 

(16:07) What We Think Now

• Kyndryl 
• Doximity
• Booking 

(25:55) What We're Watching

• Internet of Things 
• Advertising Demand
• Coupang 

Host: Mac Greer 

Guests: Andy Cross, Emily Flippen, Asit Sharma

Producers: Bart Shannon, Mac Greer