“We don’t really expect [Amazon and Apple] to displace Google as the leader” of the digital advertising market, Morningstar, Inc. Senior Equity Analyst Ali Mogharabi says on $GOOGL. “However, they continue to gain market share in that environment.”

$GOOGL opening down a little this AM, but less than #stock rose y’day. Weak macroeconomics pressuring near term, but Ali Mogharabi expects ad revenue growth to return in 2H23 followed by margin expansion in 2024. More, including take on AI impact here: spr.ly/60183gWVu

Regarding $GOOGL, $META, and $SNAP, we think all remain attractive as discussed on @TDANetwork

$META's Q1 beat was no surprise for this Morningstar, Inc. analyst, who remained bullish during peak pessimism. His valuation research & cash flow analysis are right on #TheMoatShow’s premiere. youtube.com/watch?v=lY3V5U…

Ali Mogharabi is one of the 100 equity analysts powering the $MOAT ETF, which has consistently outperformed the S&P 500 for a decade by selecting stocks with economic moats. vaneck.com/MOAT 🏰

$UBER network effect moat source is in full motion as we discussed after its Q1 earnings yesterday morning. Our FVE remained at $68 and the stock is attractive even after yesterday’s double digit gains.

$GOOGL attractive, in our view,. Maintained $161 FVE after Q2 results. Search growth accelerated & displays Google network effect moat source despite $MSFT and OpenAI threat. YouTube ad rev returned to growth Cloud growth impressive and profitable again morningstar.com/stocks/alphabe…

$SNAP posted continuing users growth, but no sign of a network effect yet as advertisers are still not spending much there. ARPUs declined again. Was only a 3-star going into Q2 earnings. Becoming a 4-star after this 19% pullback. Maintained $16 FVE. morningstar.com/stocks/snap-ea…

"Capex for Microsoft and the other hyperscalers is probably still going to continue to grow a little bit, again, demonstrating that continuing investment in AI," WestEnd Capital Management analyst Ali Mogharabi says.

There’s plenty of 🔴 across the markets today, but not in $META 🟢 Tyler Ellegard & Ali Mogharabi share their takeaways from the tech titan’s strong 2Q earnings report with Nicole Petallides:

The outlook for $AVGO in 2025, according to WestEnd Capital Management Senior Equity Analyst Ali Mogharabi:

Blackwell and other $NVDA A.I. products hold an “extremely strong” position for 2025 coming out of yesterday’s CES keynote, says Nick Patience. 👥𝟯𝟲𝟬 𝗥𝗼𝘂𝗻𝗱: Patience & Ali Mogharabi discuss key takeaways from the address with Diane King Hall.

Here are some Big Tech earnings themes to watch for, provided by WestEnd Capital Management analyst Ali Mogharabi: $MSFT - AI agents $META - ROI for AI advertising $TSLA - Energy segment growth $AAPL - AI investment plans

“For the time being, the hyperscalers continue to look to purchase the $NVDA GPUs.” WestEnd Capital Management senior equity analyst Ali Mogharabi says.

“For the time being, the hyperscalers continue to look to purchase the $NVDA GPUs.” WestEnd Capital Management senior equity analyst Ali Mogharabi says.

$PLTR hits a new record high! Dale Smothers credits A.I. utilization as the "difference maker" and holds the stock. Ali Mogharabi points to accelerating revenue growth as the key driver.

“We are now out of Nvidia. We’ve been out of Nvidia for some time. Right now, we think that the main competitor in the United States domestically is AMD,” WestEnd Capital Management’s Ali Mogharabi says.

$MU $NVDA $AMD #OpenAI Schwab Network schwabnetwork.com/video/a-i-dema…

.Ali Mogharabi tells Diane King Hall that he wasn't surprised to see the stark rally in Alphabet, $GOOGL. Cloud growth is one factor he points to when characterizing the Mag 7 stock's stunning climb from April lows, with Gemini 3.0 adding to its software moat. Ali also expects

$META's $75B AI Bet: Patience and Metrics for 2026 Investors schwabnetwork.com/video/meta-s-7… #