The "Capex" War: Meta vs. Microsoft

The podcast addresses current market trends, investment strategies, and listener questions. It highlights the tech stock sell-off amidst earnings season, attributing it to slowing growth and contracting margins. The "Capex War" between Meta and Microsoft is examined, noting the market's negative reaction to increased capital expenditure on AI. The potential for foreign investors to sell U.S. assets due to volatile economic policies is also explored, with a focus on European asset managers reducing dollar exposure. Specific stock analyses include ServiceTitan (TTAN), Bloom Energy, AFLAC, UFP Industries (UFPI), Toast (TOST), PayPal, and Vizsla Silver (VZLA), offering buy/sell recommendations based on technicals, fundamentals, and risk factors.