Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
Why Microsoft Is Winning the AI Race Over Meta
In this episode of Stock Picking with Fexingo, Lucas and Luna break down the stark divergence between Microsoft and Meta in mid-2026. Microsoft is up 19 percent this week after a strong earnings report showing Azure AI revenue acceleration, while Meta has plunged 11 percent as investors question its massive AI and metaverse spending. They examine the different monetization strategies, the role of enterprise vs. consumer AI adoption, and what this means for concentrated portfolios. Plus, a look at how the China humanoid robot ban and cheaper AI models are reshaping the competitive landscape…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.