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

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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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    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

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    34 m
  • Real yields, oil, conflict scenarios

    Real yields, oil, conflict scenarios
    Mar 31 2026
    James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's priced in (17:50) Oil price; aggressively in non-North American E&P stocks (27:00) Even if you don't invest in bonds, it's essential to understand what's going on there (40:05) Why gold's vulnerable to a decline (48:50) US dollar, industrial commodities, tech sector (55:40)

    Show Notes:
    US Inflation Scenarios: War-Induced Oil-Price Shocks
    War, $200 Oil, And The Market's Reckoning
    Stock index futures spike on report Trump willing to end war

    Episode Transcripts

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    1 h y 11 m
  • Sell, hedge, rotate: Victor Dergunov's strategy for a market correction

    Sell, hedge, rotate: Victor Dergunov's strategy for a market correction
    Mar 26 2026
    Victor Dergunov, The Financial Prophet, talks his 5 step plan (0:30) Bullish on gold (3:30) Gold and interest rates (6:00) Energy names to like; the price of oil (12:10) Palantir, AMD, Tesla and the tech sector (21:00)

    Show Notes:
    Why I Remain Constructive On U.S. Markets
    $100 Oil: Short-Term Pain For Long-Term Gain
    Lofty Valuations, Overheated Technicals - Managing Market Risk With Victor Dergunov

    Episode Transcripts

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    40 m
  • Avoid S&P + bonds, buy gold + energy - George Noble

    Avoid S&P + bonds, buy gold + energy - George Noble
    Mar 19 2026
    Renowned investor George Noble talks investor education (0:30) Regime change; get out of S&P and bonds, get into gold and energy (4:50) Avoiding tech stocks (15:45) Blue owl in the coal mine (36:30)

    Show Notes:
    Investing Experts Live: Steven Bavaria And Samuel Smith's Top Income Picks For 2026

    Episode Transcripts

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    42 m
  • UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah

    UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah
    Mar 18 2026
    Raul Shah from DocShah Financial shares why he's a value investor (0:30) Tax gain harvesting and more tax takeaways for investors (5:45) Risk tolerance and risk capacity (10:40) Hims & Hers, UnitedHealth, and Gambling.com (17:45) Risks to each stock (31:20)

    Show Notes:
    Forget The Price Of A Stock. What Is It Worth?
    Hims & Hers Health And Devon Energy - Raul Shah's Hot Take
    Gambling.com: Undervalued Company With Tremendous Potential Upside
    Hims & Hers Health: The Juice Is Worth The Squeeze
    UnitedHealth: Why AI Is The Secret Weapon For The Turnaround

    Episode Transcripts

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    45 m
  • Value + quality + cash flow is king

    Value + quality + cash flow is king
    Mar 12 2026
    Scott Kaufman from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cash flow is king; Canadian National Resources, EOG Resources (7:00) Private credit selloff but no wide scale default (14:00) Bond yields remain low (18:00)

    Show Notes:
    Unlocking Dividend Growth With The Dividend Kings
    Enbridge: When Quality Is Overpriced

    Episode Transcripts

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    27 m