Tech Stock Investing Will NEVER Be the Same Again w/ Mark Mahaney

The tech sector has been both rewarding and volatile in recent years. With major shifts in AI, new regulatory policies, and changing ad market dynamics, investors have a lot to consider heading into 2025.

 

In this episode of the MoneyShow MoneyMasters Podcast, we break it all down with Mark Mahaney, Senior Managing Director & Head of Internet Research at Evercore ISI.

 

CHAPTERS 0:00 - Introduction

00:56 - DeepSeek AI Shakeup

02:36 - AI’s Impact on Tech Stocks

04:00 - Big Tech & Washington

06:23 - Tariffs & Market Effects

08:04 - Netflix’s Streaming Strength

10:16 - Meta’s AI-Driven Ads

12:35 - Uber: A Contrarian Pick

14:00 - Revisiting 2024’s Winners

14:40 - Preview: 2025 MoneyShow Vegas

 

More Episodes: For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts

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