April 8, 2025
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24:18Now PlayingAdam Parker is the CEO of Trivariate Research. He joins the show to talk about the impact of Trump's tariffs on Apple, Amazon, Google, Meta, Microsoft, and NVIDIA. Tune in as we explore the cyclical nature of semiconductors, the sensitivity of advertising-based companies to economic downturns, and the implications of rising costs for cloud services. We also touch on market reactions and predictions for future performance, emphasizing the uncertainty in the current economic climate. Enjoy!
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