Podcast with Motley Fool: Big Tech Plus the 1 Stock I’d Buy Right Now
December 16, 2020
Beth Kindig
Lead Tech Analyst
I had the privilege of joining Tim Beyers and Brian Feroldi on The Motley Fool podcast earlier this month. In the hour-long interview, we cover topics such as big tech, my research process, tech valuations, and we also cover a number of individual stocks including Twilio, Bandwidth, Zoom, Facebook, and Palantir.
The discussion starts off with big tech and why I believe Google Cloud Platform has missed an opportunity to catch up to Microsoft Azure and Amazon Web Services on cloud IaaS. With that said, all three players are aggressively pursuing edge computing and how to combine the compute and storage from hypescalers with the low latency and speed offered by 5G connectivity. This is primarily being accomplished through partnerships between the hyperscalers and telecoms which are best described as “frenemies.”
Later in the interview, we dive into my research process and how I go about finding the top tech stocks. One example of a trend that I think the market is misunderstanding is telehealth. The market is pricing the opportunity as a covid tailwind rather than pricing and evaluating the opportunity for early innings – especially as AI will merge with telehealth in the near future.
We also chat about what’s on everyone’s mind – which is whether tech valuations are in a bubble right now. I give some guidelines on what I consider to be attractive valuations versus unattractive valuations in the tech space and I break this down by annual revenue growth rates.
Towards the end of the interview, they ask what is the one stock I’d buy right now and the one stock I’d sell right now. My answers include a lesser-known stock in the OTT advertising space that I am bullish on.
You can access my full interview with the Motley Fool podcast below
Access the interview here:
Interview timestamps:
0:00 – Introduction
4:40 – Discussion on Big Tech
7:40 – Does Google (GOOGL) need Google Cloud Platform to work out for the company to do well?
13:40 – Opinion on Fastly (FSLY)
19:20 – What is your process on researching stocks?
22:40 – Is it time to start talking about Salesforce (CRM) as a big tech company?
23:00 – Discussion about Twilio (TWLO)
28:00 – Thoughts on Bandwidth (BAND)
30:00 – How much potential does Twilio (TWLO) have?
35:00 – Is tech in a bubble right now?
37:00 – Guidelines on valuations for tech stocks
38:45 – What do you consider high growth, medium growth, and low growth?
39:30 – Discussion about Zoom (ZM) and its long-term outlook post-COVID
42:30 – What does product-market fit mean?
45:45 – 1 stock to buy and 1 stock to sell
49:50 – Top public stock pick in telehealth
50:55 – What private tech investors do you like to follow?
52:20 – Current state of hybrid cloud versus multi-cloud and the future of hybrid cloud
53:20 – Discussion about Datadog (DDOG) and the partnership with Microsoft Azure
56:40 – Thoughts on Palantir (PLTR)
More To Explore
Newsletter
AI Stocks in 2025: What Every Investor Should Know
The market evolves quickly, and nowhere is that more apparent than in AI stocks, which continue to lead in both innovation and returns. At the I/O Fund, our deep coverage of AI stocks, combined with a
Nuclear Power Emerging as a Clean AI Data Center Energy Source
Data center power demand is forecast to surge over the next decade, with some estimates seeing demand increasing 3x by 2030. Inference is expected to be a primary driver with power demand growth proje
AMD vs Nvidia: The AI Stock That Could Win by 2028
Last week, AMD offered more details on the release of their groundbreaking GPUs with little fanfare in the markets – which is par for the course as AMD has a history of being forgotten about until the
This AI Stock is Set to Surge from Inference Demand
Up until now, the AI conversation has been dominated by training and compute, yet inference is showing signs of exploding growth. Microsoft and Google recently highlighted 5x to 9x YoY growth in AI to
Taiwan Semiconductor Stock: AI Growth Amid Geopolitical Risk
Despite their leadership, AI stocks like Taiwan Semiconductor and Nvidia are flat year-to-date and trading at similar levels as June 2024. Clearly, the AI trade is not as straightforward as it might s
Historic Market Uncertainty Meets $7 Trillion Debt Wall: What Comes Next for the S&P 500
We are seeing mounting evidence that this bounce may be the start of a new push to all-time highs, such as improved breadth, better than expected earnings plus the size of this bounce. However, one ca
Nvidia Stock Faces a Choppy Q2, But Tailwinds Build for H2 Acceleration
Nvidia’s streak of blockbuster earnings has turned investor expectations into a high-stakes game— anything short of perfection risks disappointment. As the company gears up to report fiscal Q1 results
Microsoft Stock Surges After Q3 2025 Earnings: What Separates Azure from AWS, Google Cloud
Microsoft stock jumped after Q3 2025 earnings as Azure emerged as the only major cloud platform to accelerate growth this quarter — a rare feat amid macro pressures. Azure’s 35% constant currency grow
Why Bitcoin’s Bull Run May Be Nearing a Top Despite Pro-Crypto Tailwinds
Since calling the Bitcoin bottom near $16,000 in late 2022, the I/O Fund has maintained a disciplined, contrarian approach — issuing 13 buy alerts before Bitcoin surged above $100,000. Now, signs sugg
2025 Market Outlook: Why Stocks and Bonds Are Signaling More Volatility
As the S&P 500 reaches a key bounce target, troubling signs in bonds and consumer behavior suggest this market rally may be on thin ice. I/O Fund’s Knox Ridley explains why volatility may intensify an