What Meet Kevin said in this video:
- MSFTbullishshort-termThe host discloses owning Microsoft and buying the dip; his team's 565 target was hit to the penny and the stock is only being weighed down by Google. Microsoft's largest segment grew, the opposite of Google.Source
- AI Capexpositive for stockslong-termGoogle's stumble is idiosyncratic disruption, not an AI Armageddon: capex guidance was raised, backlog is $561B, future commitments exceed $1T, and as SK Hynix said, one company going bad won't slow industry-wide AI spending.Source
- GOOGLbearishshort-termGoogle's drop stems from ad monetization: search missed by 2.3% and AI chat mode contains no sponsored results while locking users out of ads, self-cannibalizing its biggest business. He has long worried about this and owns no Google stock.Source
- MSFTneutralmid-termHe cautions Microsoft's report contains trickery: roughly $13B of 'other investments' (upfront neo-cloud payments) means true free cash flow is near zero, and reclassifying leases from 15 to 25 years suppresses depreciation, flattering apparent pricing power.Source
- LITEbullishshort-termReacting to reports that Marvell is in advanced talks to buy Lumentum, the host says he wanted to buy it and expects the stock to rise on the news.Source