Twitter 'Fundamentally Attractive; Cisco 'Fairly Valued': Tatro

The video discusses the impact of US trade tensions on the tech sector, particularly focusing on semiconductor companies like Micron. It highlights the potential retaliation from China and its effects on the industry. The speaker also shares investment insights, recommending Twitter and Cisco as attractive opportunities due to their minimal exposure to China trade issues and strong financial performance.

What are the potential impacts of U.S. trade tensions on the tech sector?

How does the speaker view the stock of Micron in light of the current market conditions?

Which company is mentioned as having significant exposure to the ramifications of China trade?

What are the reasons given for considering Twitter as a fundamentally attractive stock?

What is the expected earnings per share for Twitter in 2019 according to the text?