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?

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