Investing Experts Podcast Por Seeking Alpha arte de portada

Investing Experts

Investing Experts

De: Seeking Alpha
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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.

Transcripts: seekingalpha.com/author/investing-experts-podcastCopyright Seeking Alpha Economía Finanzas Personales
Episodios
  • AI capex surge, bottlenecks, and the race for ROI

    AI capex surge, bottlenecks, and the race for ROI
    Apr 9 2026
    Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical connectivity, memory (11:45) Lumentum bullishness and why gross margins are so important (26:00) Nvidia's peculiar spot (30:30) Tech stock mispricings (37:00) Meta's macro backdrop (47:00)

    Show Notes:
    Why Meta Is The Best Positioned Hyperscaler In 2026
    Top 5 Stocks For AI's Optical Revolution In 2026

    Episode transcripts

    For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    56 m
  • Micron, Credo, Lumentum: 3 AI strong buys

    Micron, Credo, Lumentum: 3 AI strong buys
    Apr 7 2026
    Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress highlights 3 AI stocks: Micron Technology, Lumentum Holdings, and Credo Technology (5:15) Nvidia's failing valuation (16:40)

    Show Notes:
    Buy The Dip: Best 5 Tech Stocks With Average Forward EPS Growth Of 197%
    The Cure For FOMO With Tech Contrarians
    3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio

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    For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    32 m
  • The cure for FOMO with Tech Contrarians

    The cure for FOMO with Tech Contrarians
    Mar 31 2026
    Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Broadcom, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10)

    Show Notes:
    Tech Tug Of War: Fear Vs. Greed
    AI, chip stocks jump as Trump hints at ending Iran war within weeks

    Read our transcripts

    For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    34 m
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