Opportunities in Europe’s “Digital Sovereignty”?
6/9/202624 min
There’s no big headline to point to here, but several small data points and policy decisions all point to one thing: Europe wants to build its own digital infrastructure. That could have profound implications for the mega tech companies in the US, but it could also mean opportunities in helping Europe build out a digital infrastructure for AI and autonomy. Plus, what to make of the Shiller CAPE ratio and how to use cash positions. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:
- Apple fighting with the EU about Siri AI
- What happens to big tech when Europe wants its own tech
- Companies that could benefit from a European digital infrastructure boom
- What’s the CAPE ratio and why is it flashing warning signals?
- In highly valued markets, should investors look at defensive stocks?
- What’s the best place to park your cash “on the sidelines”? Companies discussed: AAPL, ASML, AMZN, GOOG, AMAT, META, VRT, PWR, FIX, CSCO SBGSY, WM, NEE, BRK.B Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
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Transcript preview
First 90 secondsTyler Crowe· Host0:00
[upbeat music] We're talking opportunities in Europe's digital sovereignty on Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. I'm your host, Tyler Crowe, and today I'm joined by longtime Fool contributors, Lou Whiteman and Matt Frankel. So today we're gonna hit a couple of listener questions as we like to do here on Tuesdays, and it's been a kind of a slow news week, at least from companies issuing press releases. So we're gonna do, uh, two whole segments based-- dedicated to listener questions. We're gonna talk about valuation, we're gonna talk about how we use our cash and our dry powder, our investing strategies. But we want to start today with a couple news articles that I'm gonna string together into a theme that we're gonna call Europe's digital sovereignty. And w-we'll start off with a big, uh, story that came out today related to Apple, who's in a bit of a, to use the British parlance, a row with the European Union about its digital privacy rules and its Siri, Siri AI assistants. Uh, basically, Apple's not looking to get an extension or a waiver, an exemption, and EU's like, "No, follow our rules." So it-- basically it's going back and forth, and it's not pretty. But the bigger theme here, because this is one story of many that we've seen recently around Europe, and it's this theme of like digital sovereignty, digit-- I wanna say nationalism. That isn't quite, quite the right word. But basically, Europe is looking like they wanna make a more concerted effort to own things,