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Gil Luria

Head of Technology Research, D.A. Davidson

Real Alpha has cut 8 moments of Gil Luria (Head of Technology Research, D.A. Davidson) talking, from 4 interviews on Prof G Markets and The Real Eisman Playbook, the latest published Oct 29, 2026.

What Gil Luria said

  1. Prof G Markets ·

    Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech

    4 moments · 16 min

    1. 3:06

      Microsoft limits AI spending to what its cash flow can support

      “The reason that's important is that that means they don't have to go to the capital markets, right?”
      at 4:06
    2. 6:31

      Google’s search growth raises questions about AI competition

      “We have long been worried that that business would be negatively impacted by AI.”
      at 7:18
    3. 10:57

      AI infrastructure funding may become harder to secure

      “There's only so much equity and importantly, debt investors are willing to fund this build out.”
      at 14:13

    Also from this interview

    1. 31:21

      Microsoft's buyout plan could take headcount below pre-pandemic levels

      “If Microsoft actually eliminates 27% of its workforce, like they're suggesting, then their total headcount will actually be lower than what it was before the pandemic.”
      Ed Elson · at 32:49

  2. The Real Eisman Playbook ·

    The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70

    1 moment · 4 min

    1. 20:22

      Google has turned AI from a search threat into a growth driver

      “So this whole notion that search is dying, instead of it dying, it accelerated. Why? Because they're using AI to sell us more ads for more money.”
      at 21:35

  3. Prof G Markets ·

    Ray Dalio: The World Order Has Unraveled

    2 moments · 7 min

    1. 18:59

      AI cloud leaders are earning returns on rising capex

      “They're all managing this growth so well that they're accelerating growth with higher margins.”
      at 19:34
    2. 24:27

      Microsoft is cheaper despite similar growth

      “They're all growing in the high teens and Microsoft is not getting the credit for it.”
      at 24:57

  4. Prof G Markets ·

    Nvidia’s Blowout Can’t Calm AI Anxiety | Prof G Markets

    2 moments · 10 min

    1. 2:52

      Nvidia’s results show continued visibility into AI demand Pro pick

      “The other level of anxiety is the exact opposite. Oh my goodness, AI is so potent, it's going to run us over.”
      at 3:48
    2. 7:21

      Salesforce is slowing for reasons beyond AI

      “Shareholders only get cash flows. The value of a company is only the value of their future cash flows.”
      at 12:12

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