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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Tech Contrarians explains the market’s AI obsession, and why fears of a bubble might be premature (1:00). OpenAI’s spending spree (3:20). Big tech’s CapEx surge and what it signals about market anxiety (5:40). Red flags may indicate short-term supply chain hiccups not AI collapse (8:00). AI bubble or deflation? Mid-2026 more likely for major corrections (10:15). AMD, Nvidia & Broadcom (15:30). Intel's turning point (25:40). Why data storage and HBM memory are long-term AI plays (33:50). Opportunities outside AI (36:00).
Episode Transcripts
Show Notes:
AMD: OpenAI Got A Bargain - I Wouldn't Hold Into Earnings
Taking Profits For Yield And Growth With David Alton Clark
Michael Burry to shut down hedge fund
Register for Top Income & AI Growth Stocks Worth Watching: https://bit.ly/4ifR7PP
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
…
continue reading
Episode Transcripts
Show Notes:
AMD: OpenAI Got A Bargain - I Wouldn't Hold Into Earnings
Taking Profits For Yield And Growth With David Alton Clark
Michael Burry to shut down hedge fund
Register for Top Income & AI Growth Stocks Worth Watching: https://bit.ly/4ifR7PP
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
317 episodes
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