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Big Tech names like Microsoft, Meta, Apple and Amazon report this week, and Gene Munster breaks down the one earnings signal that could determine whether the AI trade accelerates or stalls — plus why he still believes we’re only in the third inning of AI and how retail investors should position now.
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00:00:24 Tech selloff: reset or breakdown?
00:02:19 What turns risk-on back on?
00:04:28 What Big Tech needs to prove
00:07:02 Who has the most to prove?
00:09:30 Is the new Siri good?
00:11:14 Still selling Microsoft?
00:13:02 Top software picks
00:13:41 Hold or trim Mag 7?
00:15:37 Buy Tesla or SpaceX?
00:16:55 Next-gen AI IPOs
00:18:18 Top private AI pick
00:19:26 Mag 7 buying summary
00:19:44 Beaten-down tech buys
00:21:18 Rapid Fire: This or That
#Investing #Stocks #WallStreet
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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