Disney Stock To $50? | BUY Google NOW? | Big Tech Earnings with @CurzioResearch | Summary and Q&A

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October 27, 2023
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Disney Stock To $50? | BUY Google NOW? | Big Tech Earnings with @CurzioResearch

TL;DR

Frank Kio, founder of Kio Research, discusses the recent earnings of Microsoft, Google, and Disney, as well as his thoughts on Apple and Nvidia. He emphasizes the importance of small-cap stocks and highlights one company disrupting the police market.

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Key Insights

  • πŸ˜Άβ€πŸŒ«οΈ Microsoft's cloud segment outperformed expectations, driving the company's growth.
  • πŸ˜Άβ€πŸŒ«οΈ Google had positive results, but its cloud segment faced challenges, impacting the stock performance.
  • πŸ•β€πŸ¦Ί Disney struggles due to its streaming service's limited content compared to theaters, and it may need to sell off assets to improve its balance sheet.
  • ✊ Apple's services, pricing power, and strong balance sheet position it well for future success.
  • 🐿️ Nvidia is trading at an expensive valuation, but its rapid growth and dominance in the AI chip market give it an advantage.
  • πŸ‘² Small-cap stocks offer significant opportunities, with many trading at lower valuations compared to large-cap stocks.

Transcript

what is going on investors hopefully you guys are doing well out there another interview that we have here on the channel I'm really excited about this one I've got Frank Kio from Kio research did I get that right Kio you got that right yeah you did get it right all right and I know you got a podcast you got a lot of things uh that you got going on... Read More

Questions & Answers

Q: How has Microsoft performed recently, and what is the outlook for the company?

Microsoft reported strong earnings, driven by its cloud segment. However, its high valuation and the potential market slowdown pose challenges for future performance.

Q: What are the main drivers of Google's recent results, and how does its cloud segment compare to Microsoft's?

Google had positive results, especially in ad revenue and YouTube. However, its cloud segment faced challenges, affecting its stock performance. Microsoft's cloud segment, on the other hand, exceeded expectations and drove the company's growth.

Q: What are the main issues Disney is facing with its streaming service, and is there a path forward for the company?

Disney struggles due to its best content still being released in theaters, limiting the appeal of its streaming service. The company may need to sell off assets to improve its balance sheet and address its current challenges.

Q: How do you assess Apple's future growth potential, given its recent slowdown in iPhone sales?

While Apple's iPhone sales have slowed, the company's services, pricing power, and strong balance sheet position it well for success. The long-term growth potential of Apple may outweigh its current challenges.

Q: What is Nvidia's current position and outlook in the market?

Nvidia is trading at an expensive valuation but is growing rapidly and dominating the AI chip market. Its future success depends on its ability to sustain this growth and remain competitive.

Summary & Key Takeaways

  • Microsoft reported strong earnings, with its cloud segment driving growth and surpassing expectations. The company's high valuation and potential market slowdown raise questions about its future performance.

  • Google had positive results, particularly in ad revenue and YouTube. However, its cloud segment faced challenges, which affected its stock performance.

  • Disney struggles with its streaming service, as its best content is still released in the theaters. The company's future performance is uncertain, and it may need to sell off assets to improve its balance sheet.

  • Apple's services, pricing power, and strong balance sheet position it well for success. The company's long-term growth potential may outweigh its current slowdown in iPhone sales.

  • Nvidia is trading at an expensive valuation but is growing rapidly and dominating the AI chip market. Its future success depends on its ability to sustain this growth and remain competitive.

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