Google Banks Ads, Chipotle Eyes Mexico

Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom.

(00:21) Jason Moser and Asit Sharma discuss:

- Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens.

- Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis.

- Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with Intuitive Surgical.

(19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks.

(34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe.

Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE.

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma, Malcolm Ethridge

Engineers: Dan Boyd

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