Twitter 'Fundamentally Attractive; Cisco 'Fairly Valued': Tatro

The video discusses the impact of US trade tensions on the tech sector, particularly focusing on semiconductor companies like Micron. It highlights the potential retaliation from China and its effects on the industry. The speaker also shares investment insights, recommending Twitter and Cisco as attractive opportunities due to their minimal exposure to China trade issues and strong financial performance.

What is the primary concern for chip makers in the context of U.S. trade tensions?

• Increased competition from European markets

• Potential retaliation from China

• Decreased demand for semiconductors

• Rising production costs

What percentage of Micron's business is at risk due to potential Chinese retaliation?

• 10%

• 25%

• 50% or more

• 75%

Why is Twitter considered an attractive stock in the current trade environment?

• It is planning to enter the Chinese market

• It benefits from increased attention and ad spending

• It has significant exposure to China

• It has a declining user base

What financial metric of Twitter is highlighted as a positive aspect?

• Free cash flow of $260 million

• Decreasing revenue

• High debt levels

• Negative cash flow

What is the opinion on Cisco's stock valuation?

• Overvalued but stable

• Undervalued with declining prospects

• Fairly valued with room to grow

• Overvalued with no growth potential