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AI capex surge, bottlenecks, and the race for ROI
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 …
1 month, 2 weeks ago
Micron, Credo, Lumentum: 3 AI strong buys
Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress highlights 3 AI stocks: Micron Technology, Lumentum Holdin…
1 month, 2 weeks ago
The cure for FOMO with Tech Contrarians
Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, …
1 month, 3 weeks ago
Real yields, oil, conflict scenarios
James Kostohryz, who runs Successful Portfolio Strategy, on Strait of Hormuz closure and other conflict repercussions (0:40) Bear markets and what's …
1 month, 3 weeks ago
Sell, hedge, rotate: Victor Dergunov's strategy for a market correction
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 …
2 months ago
Avoid S&P + bonds, buy gold + energy - George Noble
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…
2 months, 1 week ago
UnitedHealth, Hims & Hers, Gambling.com - value investing with Raul Shah
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 toleran…
2 months, 1 week ago
Value + quality + cash flow is king
Scott Kaufman from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on v…
2 months, 2 weeks ago
Steven Cress' 3 REITs for inflationary, heated times
Seeking Alpha's Head of Quant, Steven Cress, gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron…
2 months, 3 weeks ago
War, $200 oil, and the market’s reckoning
Global portfolio strategist James Kostohryz explains why the US and Israel are at war with Iran and why it may last longer than we think (0:35) Oil s…
2 months, 3 weeks ago