EPISODE · Mar 25, 2026 · 39 MIN
MSFT & GOOGL Sell-Off, and Why Semi's Win the Robotics Race
from Rigatoni Capital Podcast · host Colin Santucci
Today I cover: Microsoft and Google stock, Brown and Brown, and why you should not panic sell during wartime. I also touch on the humanoid robotics space including Figure and Amazon's Fauna Robotics and why at Rigatoni Capital we believe humanoid robots are a distraction. The better investing thesis is to own the semiconductors that will power these robots, not the robots themselves.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, cut out the B.S., and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #investing101 #personalfinance #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Microsoft #Google #Robotics #HumanoidRobots #Semiconductors #AI #DefenseStocks #RigatoniCapital$MSFT $GOOGL $BRO $NVDA $SMH
What this episode covers
Today I cover: Microsoft and Google stock, Brown and Brown, and why you should not panic sell during wartime. I also touch on the humanoid robotics space including Figure and Amazon's Fauna Robotics and why at Rigatoni Capital we believe humanoid robots are a distraction. The better investing thesis is to own the semiconductors that will power these robots, not the robots themselves.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, cut out the B.S., and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #investing101 #personalfinance #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Microsoft #Google #Robotics #HumanoidRobots #Semiconductors #AI #DefenseStocks #RigatoniCapital$MSFT $GOOGL $BRO $NVDA $SMH
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MSFT & GOOGL Sell-Off, and Why Semi's Win the Robotics Race
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