# Tech Earnings

Page: https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/tech-earnings
Text version: https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/tech-earnings.md
Podcast: [Lumida Wealth : Non-Consensus Invest Beyond the Ordinary](https://stenobird.com/podcast/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078)
Published: 2026-04-29T19:04:53+00:00
Episode link: https://non-consensus-investing.simplecast.com/episodes/tech-earnings-wXHbtdX2
Audio file: https://cdn.simplecast.com/media/audio/transcoded/a3363f58-ec10-4188-a516-9ae0e891b223/4b7f2e13-6c48-457c-a76f-fa67bf27db1f/episodes/audio/group/e141c21a-11b8-4cf4-8d80-55a3dfbe46ab/group-item/ab2c628c-ca59-4ec2-a119-32fafb53756d/128_default_tc.mp3?aid=rss_feed&feed=Uf4DOpaf
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JSON: https://stenobird.com/v1/public/podcasts/lumida-wealth-non-consensus-invest-beyond-the-ordinary-6695078/episodes/tech-earnings
Duration seconds: 667

## Resource

In this episode of FSD, Lumida Wealth Management explores the shifting landscape of tech earnings and the transition of AI from a "cyclical" to a "secular" growth story. We dive into the massive 19% earnings growth expectations for the developed market and what the "Pentagon pivot" means for data center compute demand. The episode also breaks down the strategic "divorce" between Microsoft and OpenAI, explaining why Microsoft’s corporate development team may have secured one of the best deals in tech history. From semiconductor momentum to non-consensus plays in China, we discuss how to position your portfolio for a constructive mid-year rally.

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## Transcript

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