C2 and Mr. K sit down to discuss whether we’d go long or short on some tech stocks. In particular, 4 software companies and 3 chip makers not named Nvidia. Yes folks this is a combination of tech and finance geek topics. You’ve been warned.

We review the following:

Oracle (ORCL)

SAP (SAP)

ServiceNow (NOW)

Snowflake (SNOW)

Taiwan Semiconductor (TSM)

Advanced Micro Devices (AMD)

Intel (INTC)

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