NEW Season 1 Oct 13, 2026 · 52 min
S&P hits all-time highs, AI trade does all the work
From June we saw money rotate out of tech into reflationary sectors, also software, explains Amrita Roy and Uttam Dey. Now, money is moving back into tech.Yes, breadth is poor, but still money is moving back into tech. They share their favorite stocks: Meta, AMD, Cloudflare and more. Show Notes: AI Capex Surge, Bottlenecks, And The Race For ROI SpaceX, Telecom Sell-Off, Micron's A Grades, Steve Cress Origin Story 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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