What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney | Prof G Markets

Video Description

This week on Prof G Markets, Scott and Ed discuss Huawei’s new challenge to Nvidia, Apple shifting U.S. iPhone production from China to India, and Spotify’s Q1 earnings report. Then Mark Mahaney, senior managing director and head of internet research at Evercore, returns to the show to share his top internet stock picks. He explains why he believes Google is the cheapest of big tech, highlights the strategic value of Waymo, and offers his insights on Uber. He also breaks down what’s driving market enthusiasm around Netflix and Spotify. Subscribe to our Markets Newsletter! www.profgmarkets.com/subscribe Order Algebra of Wealth now! https://www.amazon.com/Algebra-Wealth-Formula-Financial-Security/dp/0593714024 Timestamps: 00:00 - Today's number 00:17 - Today's episode 01:53 - Headlines 02:48 - Huawei's New AI Chip 12:07 - Apple Moving to India 16:00 - Spotify Stock 24:38 - Ad break 26:07 - What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney 26:19 - Why is Amazon your top stock pick and what can we expect in this upcoming earnings report? 28:28 - What’s your reaction to reports that Amazon had decided to list the tariff costs on their products? 31:08 - Why is Meta one of your other top picks and what do you think we can expect from their earnings? 32:50 - Do you think Meta is the AI company that people aren’t talking about? 34:32 - Do you think Alphabet is the most undervalued of the big five tech companies and Apple is the most overvalued? 36:27 - Could you explain what paid click growth is? 37:47 - Could Waymo be a significant growth vehicle for Google and is that important to consider when evaluating the stock? 40:34 - What are your thoughts on Uber and the potential for Uber to get involved with robotaxis? 43:12 - Ad break 44:32 - Do you think Uber has the highest probability of robust earnings growth expansion? 47:02 - What is the market excited about with Netflix that it isn’t excited about with other internet companies? 50:35 - Do you think that 3 years ago, if a recession was on the table, Netflix’s stock would still have reacted the same way? 52:40 - Do you have any thoughts on Reddit and do you think it's a potential candidate to join the Mag 7? 54:02 - Where does Lyft go from here? 55:53 - What are your three wildcards for tech today? 57:50 - Credits Subscribe to Prof G Markets on Spotify https://open.spotify.com/show/7syF2ry9j6nqYc656WHBA7?si=78a5eaf1793b466e Follow us on Apple Podcasts https://podcasts.apple.com/us/podcast/prof-g-markets/id1744631325 Want more Prof G? Check out everything we're up to at https://profgmedia.com/ #business #news #tech #financemotivation #stockmarket #profg #scottgalloway #profgmarkets #ai #earnings #stocks #inflation #investmentstrategies #investment #investing #gdp #podcast #tariffs #trump #usdollar #lyft #uber #robotaxis #amazon #spotify #apple #china #india #vietnam #google #waymo #netflix #reddit