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Investing Experts

by Seeking Alpha

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Latest episodes

  • Tech bubble will pop in 2027

    October 27, 2026 · 37 min

    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…

  • AI spending faces reality check as tech earnings roll in

    October 22, 2026 · 7 min

    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 For full access to analyst…

  • SpaceX, Tesla & the next phase of the AI trade

    October 21, 2026 · 8 min

    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…

  • S&P hits all-time highs, AI trade does all the work

    October 13, 2026 · 52 min

    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…

  • SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story

    October 11, 2026 · 37 min

    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 &…

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  • Tax gain harvesting: tax alpha with Raul Shah

    October 7, 2026 · 23 min

    Raul Shah details the 2nd most powerful tax strategy behind Roth conversions, tax gain harvesting. Show Notes: Tax Loss Harvesting: Tax Alpha With Raul Shah DocShah Financial Episode transcripts For full access to analyst ratings, stock…

  • What will Micron's gross margin guide be?

    September 27, 2026 · 32 min

    Sara Awad from Tech Contrarians talks AI safety concerns, agentic greed, and tech management styles (0:35) Software and semis (9:40) Micron earnings preview (16:00) ASML, TSM earnings - how will market react to Q4? (19:00) Memory players…

  • Being picky with stocks more important than ever

    September 24, 2026 · 51 min

    Treasurys, bonds, caution and patience with Julia Ostian, Kenio Fontes, and Jack Bowman (0:40) 'Messy' AI stocks to like (10:30) Defense quantum sector (24:15) We have to talk about Uber (33:15) The Netflix Story (41:00) Episode…

  • Don't sleep on (analog) semiconductors

    September 22, 2026 · 41 min

    Don't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to be true? (23:20) Show Notes: Don't Sleep On Software Episode…

  • Look at REITs as dividend income machines

    September 17, 2026 · 43 min

    Hoya Capital's David Auerbach says REITs have tired of waiting for the Fed to cut interest rates, and are instead focusing on property level fundamentals (0:35) M&A a reason to like REITs right now (6:30) Senior housing, office, and single…

  • Beyond Nvidia: Finding opportunity in the AI buildout

    September 13, 2026 · 35 min

    Joe Albano from Tech Cache explains why the easy money is gone when it comes to investing in AI (0:35) Broadcom, earnings takeaways, reading technicals (6:00) Bloom Energy - looking beyond popular AI names (14:15) Credo Technology chart…

  • Momentum, fear & the case for buying the dip

    September 3, 2026 · 29 min

    Market sentiment has shifted rapidly from greed to fear, driving a sharp rotation (0:35) Steven Cress shares why falling stocks like Credo Technology are still buys due to compelling growth and valuation (13:40) Show Notes: Why Conviction…

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About the show

Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Hosted by Rena Sherbill. Transcripts: seekingalpha.com/author/investing-experts-podcast