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What will Micron's gross margin guide be?
September 27, 2026 · 32 minSara 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…
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Being picky with stocks more important than ever
September 24, 2026 · 51 minTreasurys, 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…
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Don't sleep on (analog) semiconductors
September 22, 2026 · 41 minDon'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…
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Look at REITs as dividend income machines
September 17, 2026 · 43 minHoya 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…
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Beyond Nvidia: Finding opportunity in the AI buildout
September 13, 2026 · 35 minJoe 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…
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Momentum, fear & the case for buying the dip
September 3, 2026 · 29 minMarket 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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Tax Loss Harvesting: Tax Alpha with Raul Shah
September 2, 2026 · 24 minRaul Shah from DocShah Financial talks recent wins like ServiceNow, UnitedHealth and Hims & Hers (2:20) Tax loss harvesting - when to use and when not to (8:15) Show Notes: Hims & Hers Health: Still An Undervalued Company With Tremendous…
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Don't sleep on software
August 25, 2026 · 43 minAlex King from Growth Investor Pro discusses the real difference in sentiment and attitude (0:35) Bitcoin and Ether (4:40) Rising gold - forget about the why (10:10) Warsh in Jackson Hole = volatility (13:40) Semis and software (16:25)…