We’re Only in the Third Inning of AI—But Gene Munster Would Still Sell Microsoft [g1m2MlEodjy]
Download the FREE Upside App here and use code TheStreet to get an extra 25 cents back per gallon on your first tank of gas! Thank you Upside for sponsoring this video! Big Tech names like Microsoft, Meta, Apple and Amazon report this week, and Gene Munster breaks down the one earnings signal that could determine whether the AI trade accelerates or stalls — plus why he still believes we’re only in the third inning of AI and how retail investors should position now. Subscribe | Earn. Live. Invest. | TheStreet Pro | 00:00:24 Tech selloff: reset or breakdown? 00:02:19 What turns risk-on back on? 00:04:28 What Big Tech needs to prove 00:07:02 Who has the most to prove? 00:09:30 Is the new Siri good? 00:11:14 Still selling Microsoft? 00:13:02 Top software picks 00:13:41 Hold or trim Mag 7? 00:15:37 Buy Tesla or SpaceX? 00:16:55 Next-gen AI IPOs 00:18:18 Top private AI pick 00:19:26 Mag 7 buying summary 00:19:44 Beaten-down tech buys 00:21:18 Rapid Fire: This or That #Investing #Stocks #WallStreet Camera: Julian Pinto & Shawn Elias Producers: Caroline Woods & Rebecca Mezistrano