Investing Experts

Welcome to Investing Experts Podcast where Daniel Snyder interviews investing experts who provide topical takes on the stock market, dive into macro and stock analysis, and discuss trending news items.

Author: Seeking Alpha

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

Genres: Business, Investing

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AI capex surge, bottlenecks, and the race for ROI
Thursday, 9 April, 2026

Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical connectivity, memory (11:45) Lumentum bullishness and why gross margins are so important (26:00) Nvidia's peculiar spot (30:30) Tech stock mispricings (37:00) Meta's macro backdrop (47:00)Show Notes:Why Meta Is The Best Positioned Hyperscaler In 2026Top 5 Stocks For AI's Optical Revolution In 2026Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions