$MSFT ×3$META ×3$GOOGL ×3$SNAP ×2$F ×1$GM ×1$QQQ ×1$ADBE ×1$INTU ×1$LOW ×1$HD ×1$WMT ×1$MSFT ×3$META ×3$GOOGL ×3$SNAP ×2$F ×1$GM ×1$QQQ ×1$ADBE ×1$INTU ×1$LOW ×1$HD ×1$WMT ×1$MSFT ×3$META ×3$GOOGL ×3$SNAP ×2$F ×1$GM ×1$QQQ ×1$ADBE ×1$INTU ×1$LOW ×1$HD ×1$WMT ×1

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From Last Sunday ↓

From: Podfolio Weekly
Subject: Issue #15 · 3+ stock mentions this week

Podfolio

Issue #15

This week in brief

  • 🟢 Dylan Lewis's Motley Fool Money panel backed AI infrastructure plays VRT, IBM, FORM and retail rebounds LOW, TGT, WMT.
  • 🔴 Scott Galloway on Prof G Markets forecast SPCX halves as hype fades, while Ed Elson deemed SNAP's outlook terminal.
  • ⚡ Imran on Dan Nathan's On the Tape pitched: buy MSFT, GOOGL, AMZN; add MU as the AI-memory kicker.
🏆 $MSFT mentioned on 3 sources this week
$MSFTBULLISH

Ed Elson on Prof G Markets called Microsoft 'relatively cheap' versus frothy peers, positioning MSFT as a core compounder.

— Scott Galloway, Prof G Markets

$METABULLISH

Ed Elson on Prof G Markets labeled Meta 'relatively cheap' alongside Microsoft, arguing valuation supports upside.

— Scott Galloway, Prof G Markets

$SNAPBEARISH

Ed Elson on Prof G Markets called Snap's trajectory dire, saying Specs fiasco could be 'the nail in the coffin'.

— Scott Galloway, Prof G Markets