logo
episode-header-image
Feb 2024
35m 58s

MM142: Magnificent 7 vs Tech Bubble 5 (S...

AMPLIFYME
About this episode

Lots of sensational headlines this week on the risks to stocks with technology names being labeled the 'Big Tech Hype'.


So should investors be worried or are the tech stocks just trading at a fair valuation?


Join us for an episode that promises not only to clarify the existing tech market landscape but also to equip you with the analytical tools needed to discern hype from sustainable investment opportunities.


******


Free daily newsletter https://bit.ly/3Oeu4Wk

Free Finance Accelerator simulation https://bit.ly/3GoyV5r

Connect with Anthony https://www.linkedin.com/in/anthonycheung10/


Hosted on Acast. See acast.com/privacy for more information.

Up next
Today
How to Break Into Investment Banking | Goldman Sachs, Evercore & Jefferies Offers
In this episode of the Market Maker Podcast, Anthony Cheung speaks with Rachel Feeley, a student at University College Cork who secured multiple investment banking offers despite coming from a non-target university with no existing industry connections.Rachel shares practical adv ... Show More
46 m
Nov 1
Will AI Replace Management Consultants? | Accenture, McKinsey, BCG & Bain
Is artificial intelligence threatening the future of management consulting? As AI transforms the industry, firms like McKinsey, BCG, Bain and Accenture face growing questions about their business models, profitability and graduate recruitment.In this episode of the Market Maker P ... Show More
24m 41s
Oct 28
Anthropic's $1.75 Trillion IPO: Are Investors Overreacting to the Risks?
Anthropic is preparing for one of the biggest IPOs in history, targeting a valuation of up to $1.75 trillion. But behind the extraordinary growth of Claude lies an $80 billion headline loss, a complex ownership structure and hundreds of billions of dollars in future spending comm ... Show More
1h 4m
Recommended Episodes
Oct 2025
1234 - 💥The AI Bubble Explained: Are We Repeating History in the Stock Market?
Investors are calling today’s AI surge the next “dot-com” bubble — but is it really? In this episode, Akil Stokes breaks down the parallels between today’s AI giants like Nvidia, Microsoft, and Google, and the tech mania of the late 90s. Learn why market concentration in the S&P ... Show More
11m 26s
Nov 2025
Separating Facts vs. Feelings as Investors
Investors can’t help but feel like the stock market might be riding on the thin skin of a bubble, but the facts will tell us that even if we are, it doesn’t mean we should not expect more strong returns based on trends and price action. Carson Wealth’s Ryan Detrick and Sonu Vargh ... Show More
39m 3s
Oct 2024
Great Tech-Spectations: Are Hopes Too High? 10/8/24
<p>Concerns are growing over big tech firms and lofty expectations for earnings. Apple and Amazon are bouncing back today after analyst downgrades yesterday.</p><p>While Nvidia is gaining for a 2nd-straight day, as it hosts an AI event in Washington. So what’s the real state of t ... Show More
41m 57s
Nov 2025
Valuation Concerns Rise… And A Technical Take On Stock Gaps 11/4/25
<p>Skyhigh valuations finally weighing on stocks as investors roll out of the risk-on trade. The details behind the drop in Palantir, the crypto trade, and if there’s more pain to come. Plus a lot of technical jargon to know, and Katie Stockton is closing the gap on some of the l ... Show More
43m 55s
Nov 2023
Big Tech roundup: Tesla, Nvidia, Apple and more
<p>Four months ago, the FT’s Rob Armstrong and Elaine Moore placed their bets on two portfolios of three stocks each picked from the “Magnificent Seven” tech stocks that have been dominating markets this year. Today on the show, we check in on their portfolios, and try to think a ... Show More
19m 42s
Feb 2024
Tech headaches weigh on broader market
<p>Concerns that Nvidia may miss high expectations for its quarterly results and that the technology sector is overvalued have weighed on the broader US equity market. Later today, investors will look to the January FOMC meeting minutes for fresh clues on the Federal Reserve’s ou ... Show More
15m 21s
Jun 2019
Big Tech Breakups?
Wall Street reacts to reports that U.S. regulators are preparing to investigate Amazon, Apple, Facebook, and Google over potential antitrust concerns. How worried should investors be? Analysts Andy Cross, Ron Gross, and Jason Moser tackle that topic and debate the age-old investi ... Show More
40m 2s
Apr 2024
Rethinking Tesla and Apple
<p>In the last months, the stock market has been a joyride, but not for two of the biggest names in tech: Tesla and Apple. Today on the show we look at how these two former high-flyers have come down in the last months, and even wonder what their role in the so-called Magnificent ... Show More
15m 27s
Mar 2025
How To Tune Out Market Noise
Tariffs and tech bubbles and uncertainty, oh my! (00:21) Asit Sharma and Mary Long discuss: - Companies that could be celebrating on April 2. - What’s to blame for last week’s market “freakout” - 23andme’s bankruptcy filing Then, (17:50), Fool contributor Travis Hoium joins Ric ... Show More
31m 32s