Investing Experts

Sara Awad from Tech Contrarians answers if this is a dip worth buying (0:40) Will tech earnings act as a trick or a treat? (5:00) Tesla's capex cut last week (9:25) Micron (and memory) story has broken (16:20) Intel earnings preview (30:45) Anthropic over OpenAI (34:15)

Show Notes
What Will Micron's Gross Margin Guide Be?

Episode transcripts

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Chris Ciaccia talks market sell-off, mixed earnings reports, and AI spending (1:15) Tesla capex and political concerns, SpaceX timelines (2:50) Lam Research bottleneck guidance (5:15)

Episode transcripts

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Rena and Chris Ciaccia (Senior Tech Editor on Seeking Alpha's News Team) discuss recent market movements driven by SpaceX earnings and Tesla merger rumors, and the geopolitical implications of Starlink restrictions. Microsoft's upcoming Xbox launch and earnings outlook.

Episode transcripts

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From June we saw money rotate out of tech into reflationary sectors, also software, explains Amrita Roy and Uttam Dey. Now, money is moving back into tech.Yes, breadth is poor, but still money is moving back into tech. They share their favorite stocks: Meta, AMD, Cloudflare and more.

Show Notes:
AI Capex Surge, Bottlenecks, And The Race For ROI
SpaceX, Telecom Sell-Off, Micron's A Grades, Steve Cress Origin Story

Episode transcripts

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Why Micron Technology deserves its strong buy status (1:50) Steve Cress shares his origin story for the 1st time (11:00) SpaceX’s $8B deal sparked selloff in major telecom stocks - but is it warranted? (25:30)

Show Notes:
Momentum, Fear & The Case For Buying The Dip

Episode transcripts

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