Julian Lin discusses the tech sector, macro headwinds and recent earnings.

(0:30) - Tech's powerful recovery
(2:34) - Nvidia and how AI may impact tech as a whole
(5:30) - AI stocks' rich valuations, but don't short
(9:00) - Snowflake's slowdown not hard to understand
(14:30) - Macro environment means companies having to rationalize costs.

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Show Notes:
Julian Lin on Seeking Alpha

Best Of Breed Growth Stocks

Snowflake: 40% Revenue Growth With 25% Free Cash Flow Margins

Broadcast on:

26 May 2023