AI Spending Surge, Contrarian Take On Tech Stocks
2025-11-13 17:08:00 ET
Listen here or on the go via Apple Podcasts and Spotify
Tech Contrarians explains the market’s AI obsession, and why fears of a bubble might be premature (1:00). Breaking down 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 just 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).
Transcript
Rena Sherbill: Sara Awad from Tech Contrarians . Always great to have you on Investing Experts and talk to you on Seeking Alpha. Welcome back.
Sara Awad: Thanks for having me. It's always great to have these conversations and touch base....
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AI Spending Surge, Contrarian Take On Tech Stocks
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