Tech Contrarians explains the market’s AI obsession, and why fears of a bubble might be premature (1:00). 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 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).Episode TranscriptsShow Notes:AMD: OpenAI Got A Bargain - I Wouldn't Hold Into EarningsTaking Profits For Yield And Growth With David Alton ClarkMichael Burry to shut down hedge fundRegister for Top Income & AI Growth Stocks Worth Watching: https://bit.ly/4ifR7PPFor 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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