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Investing Experts: Daily Summaries Delivered
by Seeking Alpha
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.
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- 1 weeks ago31 min
What will Micron's gross margin guide be?
Sara Awad from Tech Contrarians talks AI safety concerns, agentic greed, and tech management styles Software and semis Micron earnings preview ASML, TSM earnings - how will market react to Q4? Memory players to think about before MU earnings Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- 1 weeks ago51 min
Being picky with stocks more important than ever
Treasurys, bonds, caution and patience with Julia Ostian, Kenio Fontes, and Jack Bowman 'Messy' AI stocks to like Defense quantum sector We have to talk about Uber The Netflix Story Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- 1 weeks ago40 min
Don't sleep on (analog) semiconductors
Don't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro Bullish on Texas Instruments Will hyperscaler CapEx forecasts turn out to be true? Show Notes:Don't Sleep On SoftwareEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- 2 weeks ago42 min
Look at REITs as dividend income machines
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 M&A a reason to like REITs right now Senior housing, office, and single family rental; very cautious on commercial mortgage REITs Data center growth Buy REITs for dividend income streams REIT names to look at Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- 2 weeks ago35 min
Beyond Nvidia: Finding opportunity in the AI buildout
Joe Albano from Tech Cache explains why the easy money is gone when it comes to investing in AI Broadcom, earnings takeaways, reading technicals Bloom Energy - looking beyond popular AI names Credo Technology chart work Nvidia, M&A, Huang and Musk Show Notes:AI Tiers And Taking Profits In Tech With Joe Albano, Tech CacheAn Agentic AI Tide Lifting All BoatsEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- Sep 3, 202628 min
Momentum, fear & the case for buying the dip
Market sentiment has shifted rapidly from greed to fear, driving a sharp rotation Steven Cress shares why falling stocks like Credo Technology are still buys due to compelling growth and valuation Show Notes:Why Conviction Matters In Uncertain TimesAlpha PicksFollow Steve on YouTubeFollow Steve on TikTokFollow Steve on XEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- Sep 2, 202624 min
Tax Loss Harvesting: Tax Alpha with Raul Shah
Raul Shah from DocShah Financial talks recent wins like ServiceNow, UnitedHealth and Hims & Hers Tax loss harvesting - when to use and when not to Show Notes:Hims & Hers Health: Still An Undervalued Company With Tremendous UpsideServiceNow: Greater Business, Greater OpportunityUnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul ShahEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
- Aug 25, 202643 min
Don't sleep on software
Alex King from Growth Investor Pro discusses the real difference in sentiment and attitude Bitcoin and Ether Rising gold - forget about the why Warsh in Jackson Hole = volatility Semis and software Cybersecurity and agentic AI Tech earnings season Show Notes:Ice Cold, Zen-Like Investing With Alex KingEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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