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Netflix, Disney, WBD and the streaming media landscape
Streaming media expert Dan Rayburn explains why he's focused on packaging, bundling and distribution of content services (0:30) Netflix understands w…
2 months, 4 weeks ago
Fundamentals over everything
Sara Awad from Tech Contrarians discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6…
2 months, 4 weeks ago
Everybody wants to panic sell. Don't.
Gary Vaughan from Daily Stock Picks tells us 2 truths and a lie (0:35) Why valuation matters (2:50) Energy and the 5 layer cake of AI (5:35) Knowing …
3 months ago
Know when to hold 'em and when to fold 'em
Steven Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; whe…
3 months, 1 week ago
2 dividend plays, taking profits, and dry powder
David Alton Clark, who runs Retirement Income Warrior, shares how he's taking advantage of the volatility by taking profits and getting into a divide…
3 months, 3 weeks ago
Ben Carlson: long-term investing still wins - even when it feels wrong
Portfolio Manager, Author, Podcaster Ben Carlson on why markets are fascinating (0:30) Private credit, banking sectors (4:40) Market cycles speeding …
3 months, 3 weeks ago
Blue Owl Capital: Don't believe the (negative) hype
High Yield Investor's Samuel Smith shares his thoughts on energy, gold and silver (0:40) Context on yield (11:00) Context on dividend cuts (16:20) Up…
3 months, 3 weeks ago
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 …
4 months 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…
4 months 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, …
4 months, 1 week ago