AI spending surge, contrarian take on tech stocks
Update: 2025-11-13
Description
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
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
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