MLIV Pulse: Which Tech Giant Has The Biggest Upside?

The video discusses the underestimated demand cycle, particularly in relation to the iPhone 14, where a significant portion of users have not upgraded in over three years. It highlights mixed economic data and the potential for market support from systematic players. Companies with diverse and durable business models, like Google and Microsoft, are expected to perform well in challenging macroeconomic environments. Tech monopolies are seen as safe investment options, attracting investors seeking less risky growth opportunities.

What is the significance of the demand cycle mentioned in the text?

How many people have not upgraded their iPhones in the last 3.5 years?

What factors contribute to the mixed economic data mentioned?

Which companies are highlighted as strong performers during challenging macro times?

What does the text suggest about tech monopolies in terms of investor behavior?