"Two Things Can Be True"

The market may be overvalued, but some stocks are underpriced.

(00:21) Tim Beyers and Mary Long talk about whether we’re in an AI bubble, lofty tech valuations, and what an unchecked Sam Altman might mean for the rest of us.

Then, (17:28) Sanmeet Deo and Ricky Mulvey discuss energy drinks as investments, and whether Monster or Celsius deserves the title of top dog.

Companies discussed: CRWD, PANW, MSFT, MNST, CELH

Host: Mary Long

Guests: Tim Beyers, Ricky Mulvey, Sanmeet Deo

Engineers: Dan Boyd, Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices