Stay in Companies in Earnings Upgrade Cycle: Manning

The video discusses the current earnings season, highlighting significant misses by companies like Amazon and Google. It outlines an investment strategy focused on high-quality companies with strong management. The tech sector is analyzed, noting challenges in cloud services and Apple's supply chain. Meta's cost-cutting measures are praised. The video also explores AI's potential, emphasizing the need for sustainable investments.

What was the surprising change in strategy from Meta as discussed in the text?

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What are the potential implications of AI as mentioned in the text?

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