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Microsoft is Now AI Disruption Ground Zero
This morning I make the case that AI disruption is a bigger headwind for markets right now than the US-Iran war. Microsoft sits at the center of that story and I walk through why. I also look at IGV and what the broader software selloff is telling us, and make the case for why Netflix is still a great long term investment even after the recent pullback.
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…
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