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ITPM Flash Ep34 How do you like your Tech? Hard, or Soft? episode artwork

EPISODE · Mar 1, 2024 · 12 MIN

ITPM Flash Ep34 How do you like your Tech? Hard, or Soft?

from ITPM Podcast

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek focuses on the significant role AI is set to play in driving corporate earnings and reshaping the tech landscape. He splits the industry into bespoke segments for analysis - Hyperscalers, AI Hardware, AI Software and Mid-Cap Tech - offering insight into the strategic positioning of each and where the best risk-return may be going forward. Specific companies mentioned in the video include Microsoft, Amazon, Google, Nvidia and Palantir.

Episode metadata supplied by the publisher feed · Published Mar 1, 2024

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ITPM Flash Ep34 How do you like your Tech? Hard, or Soft?

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This episode was published on March 1, 2024.

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