Paul Meeks is on CNBS’s Trading Nation to talk about Regulators potential full fledged assault on Facebook and Twitter.
Paul Meeks is on CNBC’s Squawk Box to talk tech stocks in the market for 2021.
Paul Meeks is featured in GeekWire discussing tech IPOs and economic disparities.
Paul Meeks shares his insight on the 2021 market predictions, the IPO landscape, and more.
Yesterday (December 22), I appeared on CNBC’s “Trading Nation” with anchor Seema Mody. I recommended Micron (MU, $70.44) even though that was my pick when I was on the show
I’m a tech investor. Most of my sector has crushed it during the pandemic as the world rushes to digitize. Tech’s the beast. Game over. After the “revenge of the nerds” rotation back into cyclical and value names peters out next year, I bet that tech will continue to outperform.
The greatest threat to tech stocks today was the suits filed by the Federal Trade Commission (FTC), state attorneys general that seeks to force Facebook (FB) to unwind its acquisitions of WhatsApp (purchased for $19B in 2014), and Instagram (bought for $1B in 2012, which may be the greatest tech deal ever).
We know why salesforce.com (CRM, $225) wants to buy Slack (WORK, $43). The customer relationship management software titan just posted quarterly bookings growth of only +10% YTY and it promises a 20% revenue CAGR.
Eric Savitz of Barron’s, who I think is the best technology journalist, interviewed me for an article that he published on Micron Technology (MU, $61.48) that was in the magazine last weekend.
Yesterday, I appeared on “Bloomberg Technology” with anchor Emily Chang. I tried to stop panicked tech investors from abandoning the sector.