Don't fear AI bubble, there will be winners - Tech Contrarians
Sep 30, 2025•36 min
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Episode description
Tech Contrarians on pretty fishy levels (0:30). Where is the money going? (3:40) Oracle, AMD and other contrarian takes (9:45). Not giving China enough credit (14:50). Why Intel deserves a larger market cap (19:30). TSM, Intel and Trump's influence on tech (23:15). Don't fear the bubble (32:10).
Show Notes:
Huawei ramps up AI chip production to fill in Nvidia's falling market share in China: report
Tech Stocks - Focus On What Management Isn't Talking About
Robotaxi Concerns, A Healthier Nvidia, AMD Momentum
Top 6 Tech Stocks For Q4
Episode transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
Huawei ramps up AI chip production to fill in Nvidia's falling market share in China: report
Tech Stocks - Focus On What Management Isn't Talking About
Robotaxi Concerns, A Healthier Nvidia, AMD Momentum
Top 6 Tech Stocks For Q4
Episode transcripts
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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