Webinar: What's Next for Tech Stocks? by Barron's Events

What's Next for Tech Stocks?

About

Second-quarter earnings reports confirmed that Big Tech is getting even bigger, and spending even more on AI. Barron's Senior Writer Tae Kim and Andrew Freedman, communications and software analyst at Hedgeye, unpack the implications for companies such as Alphabet, Meta, Nvidia, and Figma, in a conversation with Barron's Senior Managing Editor Lauren Rublin. Learn how AI is growing and transforming even non-tech businesses, and how investors can profit from the changes ahead.

When

Monday, August 11, 2025 · 12:00 p.m. Eastern Time (US & Canada) (GMT -4:00)

Presenters

Andrew Freeman

Communications and Software Analyst, Hedgeye

Andrew Freedman currently spearheads Communications and Software Sector research at Hedgeye, specializing in Internet, Media, Cable, and Telecom.

His deep work in these domains has led to highly successful long/short calls on industry giants like Netflix, Meta, and Google. Notably, Andrew's market insights enabled him to accurately predict the end of Netflix's growth runway. Moreover, his unique research process led to calls on the peak of the digital ad market in October 2021 and identified its bottom by January 2023.

Andrew's approach is distinguished by a robust process that combines proprietary high-frequency data trackers with meticulous industry modeling and in-depth fundamental analysis. Prior to assuming his current role as Communications and Software Sector Head, he was a Senior Equity Research Analyst covering U.S. Healthcare equities, with a specialization in Healthcare IT. 

Lauren R. Rublin

Senior Managing Editor, Barron's

Lauren R. Rublin is the senior managing editor at Barron's, overseeing Roundtables and Special Projects. She previously worked in book publishing, and at Fairchild Publications and Time Inc.

Tae Kim

Senior Technology Writer, Barron's

Tae Kim is a senior technology writer at Barron’s. He previously was the U.S. technology columnist at Bloomberg Opinion. He is the author of THE NVIDIA WAY, the first business history book on Nvidia. Earlier in his career, he was an equity analyst at hedge funds and an investment analyst at a fund of funds.

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