MM #261: Are Big Tech Stocks Still Safe? EYL Africa Recap, AI Chips, Gold, & The Hidden Recession Signal
This week on Market Mondays, we’re breaking down a pivotal moment in the markets. After Apple, Amazon, Meta, and Microsoft reported earnings, we’re asking: are these tech giants still long-term compounders, or are buybacks and creative accounting hiding peak performance? Alphabet’s $70 billion stock buyback is under the spotlight, and […]