The Capitalist Investor - Episode 204 Will Microsoft soon take the throne from Apple? We delve into the perceived lack of innovation from Apple and the escalating investments from Meta in the AR and VR industry. And, what’s this about Vuzix joining the AR glasses realm?As always, we make sure to cover where the best deals are for Black Friday and, surprise surprise, they’re not in tech! From pre-packaged Thanksgiving dinners to unpredictable furniture sales, we leave no stone unturned. In the world of stocks, we’re focusing our sights on up-and-comers in the EV market, while keeping our eyes peeled for traditional car stocks, a hot topic for our hosts.In the spirit of the season, we dish on our favorite Thanksgiving foods and introduce you to the mythical beet sandwich. Will this be the year a $10 Thanksgiving feast goes viral on TikTok? To wrap up, we delve into a sports update and share our current stock picks. Buckle up and let’s get started; you don’t want to miss this episode of Capitalist Investor.”War for the Tech Giants:Microsoft and Apple are locked in a battle for world dominance, with Microsoft on its way to overtake its traditional rival. While Apple faces criticism over a perceived lack of innovation, particularly in virtual reality, a wildcard enters the fray. Meta has built a considerable investment footprint in AR and VR technology. The hosts also spotlight Vuzix, a stock specializing in augmented reality glasses and seen as a potential acquisition candidate.The Illusion of Black Friday and Cyber Monday Discounts: Once steeped in both anticipation and buyer’s remorse, Black Friday and Cyber Monday could potentially lose their luster this year. According to the hosts, packaged goods and appliances might see the biggest price drops, while tech and furniture prices could stagnate. They also discuss how consumer attitudes have shifted, with less confrontation over mispriced items. This trend could affect the sales of big box stores dealing with compressed margins and a reduced sales forecast.The Unhealthy Reality of Processed Foods:Thanksgiving brought about a wave of patrons looking for cheap meal options, and the hosts sounded the alarm over heavily processed and unhealthy options. They weigh in on the health implications based on their own experiences with fast food and condemn the false economy and health risks of rock bottom prices when it comes to what we put on our plates.The Rise of the EV Market:Amid discussions about growth and green initiatives, electric vehicles (EVs) have piqued the hosts’ interest. They cover stock movements from earlier in the year, interest rate hikes affecting businesses, and the current market valuation. The hosts show particular interest in a company with significant potential in the EV space, setting them up as potential winners in the EV market.OpenAI under the microscope:The hosts dive into the dismissal of OpenAI’s CEO and what that may mean for Microsoft. Speculation arises over how this could affect Microsoft’s strategic plans and whether they may incorporate OpenAI’s technology into their own products. Similarly, Elon Musk’s involvement with OpenAI comes under scrutiny, with speculation mounting about his intentions and any potential developments.Don’t miss out on the latest insights and discussions in the world of investing. Subscribe to the Capitalist Investor podcast today.Connect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Luke LloydTwitter: @LloydBoyLukeFollow Luke on LinkedInSend Luke a message hereThe SWP Connect YouTube ChannelConnect with Tony ZabiegalaTwitter: @TonyZabiegalaFollow Tony on LinkedInSend Tony a message hereThe SWP Connect YouTube channel!Send your questions and comments to us at info@SWPConnect.com
