About this episode
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