AI spending surge, contrarian take on tech stocks
Nov 13, 2025•40 min
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Episode 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
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
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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