Not a bubble! Julian Lin on tech's profitability and reasonable valuations

Julian Lin shares his thoughts on finding dividend stocks in this environment (2:00). Tech stock valuations becoming less compelling, but don't call it a bubble (7:45) Controversial Palantir - legitimate reasons to be optimistic (14:20) Why Meta and Alphabet are Julian's top tech picks (19:00) A mistake to think NVIDIA is part of AI bubble (29:00).Subscribe to Julian's Best of Breed Growth StocksShow Notes:Palantir: The 'Nvidia Moment' Is ComingNvidia: This Is An 'Apple Moment' With Blackberry Consequences (Rating Upgrade)AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk SpanoPalantir's Cheap, Bitcoin, Altcoins, Options And Earnings Season With Victor DergunovSam Altman Returns As OpenAI CEO With New BoardEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions