Investing Experts

Rena and Chris Ciaccia (Senior Tech Editor on Seeking Alpha's News Team) discuss recent market movements driven by SpaceX earnings and Tesla merger rumors, and the geopolitical implications of Starlink restrictions. Microsoft's upcoming Xbox launch and earnings outlook.

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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

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Why Micron Technology deserves its strong buy status (1:50) Steve Cress shares his origin story for the 1st time (11:00) SpaceX’s $8B deal sparked selloff in major telecom stocks - but is it warranted? (25:30)

Show Notes:
Momentum, Fear & The Case For Buying The Dip
Steve Cress' YouTube Channel
TikTok
X/Twitter

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Raul Shah details the 2nd most powerful tax strategy behind Roth conversions, tax gain harvesting.

Show Notes:
Tax Loss Harvesting: Tax Alpha With Raul Shah
DocShah Financial

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Sara Awad from Tech Contrarians talks AI safety concerns, agentic greed, and tech management styles (0:35) Software and semis (9:40) Micron earnings preview (16:00) ASML, TSM earnings - how will market react to Q4? (19:00) Memory players to think about before MU earnings (24:35)

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Treasurys, bonds, caution and patience with Julia Ostian, Kenio Fontes, and Jack Bowman (0:40) 'Messy' AI stocks to like (10:30) Defense quantum sector (24:15) We have to talk about Uber (33:15) The Netflix Story (41:00)

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Don't sleep on (analog) semiconductors, says Alex King from Growth Investor Pro (1:00) Bullish on Texas Instruments (14:40) Will hyperscaler CapEx forecasts turn out to be true? (23:20)

Show Notes:
Don't Sleep On Software

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Hoya Capital's David Auerbach says REITs have tired of waiting for the Fed to cut interest rates, and are instead focusing on property level fundamentals (0:35) M&A a reason to like REITs right now (6:30) Senior housing, office, and single family rental; very cautious on commercial mortgage REITs (8:00) Data center growth (14:05) Buy REITs for dividend income streams (18:15) REIT names to look at (26:35)

Watch this episode on YouTube

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Joe Albano from Tech Cache explains why the easy money is gone when it comes to investing in AI (0:35) Broadcom, earnings takeaways, reading technicals (6:00) Bloom Energy - looking beyond popular AI names (14:15) Credo Technology chart work (24:20) Nvidia, M&A, Huang and Musk (26:10)

Show Notes:
AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache
An Agentic AI Tide Lifting All Boats

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Market sentiment has shifted rapidly from greed to fear, driving a sharp rotation (0:35) Steven Cress shares why falling stocks like Credo Technology are still buys due to compelling growth and valuation (13:40)

Show Notes:
Why Conviction Matters In Uncertain Times
Alpha Picks
Follow Steve on YouTube
Follow Steve on TikTok
Follow Steve on X

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Raul Shah from DocShah Financial talks recent wins like ServiceNow, UnitedHealth and Hims & Hers (2:20) Tax loss harvesting - when to use and when not to (8:15)

Show Notes:
Hims & Hers Health: Still An Undervalued Company With Tremendous Upside
ServiceNow: Greater Business, Greater Opportunity
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

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Alex King from Growth Investor Pro discusses the real difference in sentiment and attitude (0:35) Bitcoin and Ether (4:40) Rising gold - forget about the why (10:10) Warsh in Jackson Hole = volatility (13:40) Semis and software (16:25) Cybersecurity and agentic AI (20:40) Tech earnings season (33:50)

Show Notes:
Ice Cold, Zen-Like Investing With Alex King

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Michael Kramer from Reading The Markets shares why it's important to understand market direction, implied volatility and option positioning (1:00) Why he's focused on healthcare and stocks like Illumina (7:40) Boston Scientific and Zoetis - lessons learned (15:20) Macro winds mattering less (19:00) Be wary of passive investing (30:15)

Episode transcripts

Show Notes:
Life After Mag 7

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What is key right now? Steven Cress says balance and diversification. (0:20) Lockheed Martin for income (4:15) Sandisk for growth (7:25)

Show Notes:
Navigating Market Turbulence: 6 Top Stocks For Balancing Stability And Growth
Alpha Picks
Quant Growth & Income Portfolio

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Sara Awad from Tech Contrarians talks tech's tough year (0:40) Great results being viewed as not good enough (3:20) Semiconductors have more downside, but potential remains (6:50) Memory dynamics (8:40) Thinking about 2027 (14:50) ASIC shift favors ARM (19:45) Are we in a bubble? (23:30)

Show Notes:
Is The Market Wrong On SpaceX? TheTechTalk Podcast Ep. 1
Fundamentals Over Everything
The Cure For FOMO With Tech Contrarians

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Jared Dillian talks about his awesome portfolio (0:30) Saving for retirement (2:20) Are we in a new normal? (7:10) Managing money (12:45) Bullish on bonds, bearish on the USD, precious metal bottom (14:00) Tax consequences (19:05) Portfolio statistics (24:20)

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Raul Shah provides setups and explains nuance of backdoor Roth and mega backdoor Roth.

Show Notes:
Tax Alpha: Roth Conversions
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

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Steven Cress, Seeking Alpha's Head of Quant, discusses the economic and geopolitical shocks that have shaped 2026, and how it's created buy the dip opportunities (1:30) Why quant? (16:40) Top 2 stocks for H2 '26 (34:00)

Show Notes:
Top 10 Stocks For H2 2026
Top Stocks For H2 2026! (Replay)
Steven Cress' Top 10 Stocks For 2026

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Sanjeev Sharma explains his S&P 500 prediction for 2026 (0:35) LLMs, AI effects, and semis (10:40)

Show Notes:
S&P 500 Will Be Around 6,300 By The End Of 2026
S&P 500: 7,000 Target For 2025 - Sanjeev Sharma

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Seeking Alpha's Head of Quant, Steve Cress, provides a mid-year update on his top 10 stocks for 2026. 

Show Notes:
Steven Cress' Top 10 Stocks For 2026
2026 Top Stocks Mid-Year Performance Review (Video)

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Jonathan Faison, who runs ROTY Biotech Community, says recent biotech euphoria driven by fundamentals and M&A appetite (0:50) 3 $10B+ buyouts with Nuvalent, Apogee, and Crinetics (2:15) Sector ETFs and metrics to focus on (7:00) Bullish on Journey Medical (14:40)

Show Notes:
Vertex to acquire Crinetics Pharmaceuticals in $10B deal
Making Money In Biotech Stocks

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Analyst Clem Chambers explains the market's big shuffle (0:30) Be on the road to diversification (6:15) 25% = natural limit to long-term returns (12:00) Look at simple technicals and financials, be suspicious of words (16:40) Soft spot for ETFs (24:55) Highlighting Neo Performance Materials (31:45)

Show Notes:
How Much Further Will Gold And Silver Run?
Intel Stock: Why The Trump Call Won't Fail
aNewFN

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Welcome back to our new series on Investing Experts, Tax Alpha with Raul Shah! Roth conversions, one of the most powerful tax planning strategies (2:25) Your tax bracket today, your future tax bracket (6:30) Who should be using Roth conversions? (11:35) Personal finance is personal (16:50) When conversions don't make sense (19:15)

Show Notes:
Tax Alpha With Raul Shah: Thoughtful Asset Location
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

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Next-gen investing experts Julia Ostian, Kenio Fontes, and Jack Bowman share their thoughts on today's market (0:20). Kevin Warsh's 1st meeting; market's a little too hawkish (3:00) SpaceX IPO bewilderment (6:00) AI dominance (7:20) Meta: 2 bulls, 1 contrarian (25:50) How to properly value tech stocks (38:45) Private credit picks (52:00)

Show Notes:
SpaceX: The Most Misunderstood IPO In Decades
The Terrifying Truth Behind The SpaceX IPO
The Fed Is Looking Through The May CPI Report

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Axel Merk, who manages ~$4 billion in the precious metal space, explains how the market pushed him back into gold (0:30) Why price of gold has been so sensitive (3:45) Investing in gold and the miners (6:00) ETFs not well suited for miners (9:20) Silver is challenging (14:30) Gold price hostage to what's happening in Iran (16:00) If inflation goes up, why currency at times moves higher (19:55) Polarized FOMC, Kevin Warsh's first statement (28:05)

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Hoya Capital's David Auerbach talks REITs, interest rates, and spiking volatility (0:30) M&A activity - more small/midcap in play (4:35) Retail one of the more positive sectors (9:25) Strawberry Fields and healthcare (14:30) HOMZ, RIET ETFs (16:40) A manufactured housing play (23:15) Recorded June 10, 2026

Show Notes:
REITs Are Boring And Boring Is Good
iREIT®+HOYA Capital

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For small cap investors, it's taken a lot of Courage and Conviction to see through recent drawdowns (0:35) BuzzFeed update (10:40) Arq update (19:15) Why Cineverse is Courage and Conviction Investing's favorite stock right now (22:00) Leslie's an example of pure alpha (31:50) Position sizing (41:00)

Show Notes:
Investing In Small Caps With Courage And Conviction
BuzzFeed: Sum Of The Parts Upside Has Yet To Play Out

Transcripts

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David Keller returns to talk volatile markets, sentiment and his investment portfolios (0:20) Emerging strength coming outside of growth sectors (7:40) Fusion analysis: marrying technicals and fundamentals (11:50) The very unique SpaceX IPO (14:30) Trulieve, uplistings and cannabis ETFs (18:10) Equity indexes from a technical perspective (21:20) USD (24:50) Gold and silver (26:35) Contrarian on Bitcoin (29:10) Charts, momentum and relative performance (33:15)

Show Notes:
The Death Of Buy And Hold Has Been Greatly Exaggerated
Taking Note Of Market Patterns
Market Misbehavior

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Steve Cress shares Pro Quant Portfolio's impressive returns (0:45) 3 stocks from the brand-new Quant Growth & Income Portfolio (6:30) Q&A with Steve (13:30) Thoughts on SpaceX IPO (37:25)

Show Notes:
Know When To Hold 'Em And When To Fold 'Em
A Free Peek Inside The Quant Growth & Income Portfolio: 3 Top Stocks
3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio

Transcripts

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Mike Toney-Hoffman from TrendSpider shares why he believes in price over everything (1:00) Momentum, relative strength and absolute strength (6:20) Breaking strategy with Marvell (11:25) Catching trend trades with miners, SanDisk and Micron (29:15) SpaceX IPO excitement (37:50)

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Welcome to a new series on Investing Experts, Tax Alpha with Raul Shah! Today we're discussing asset location, ie, putting the right investments in the right accounts to pay the least in taxes. Leave us a comment about any tax topics you'd like to see discussed in this series.

Show Notes:
UnitedHealth, Hims & Hers, Gambling.Com - Value Investing With Raul Shah

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High Yield Landlord's Jussi Askola joins us to discuss mispriced opportunities in the REIT space (0:30) Look beyond dividends, think of REITs as total return investments (3:20) Self storage and healthcare - 2 attractive REITs (5:00) Tenants a major factor (9:25) Cannabis rescheduling good for NLCP and IIPR (10:30) REITs becoming more independent from interest rates (17:30) AI immunity trade (19:10)

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Will Barton from High Dividend Opportunities talks long-term income investing (0:30) Liking commodities and Dorchester Minerals (4:15) Interest rates and municipal bonds (7:00) REITs and real estate (19:50) High yield preferreds (26:05)

Show Notes:
Will Barton Talks High Dividend Opportunities

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Legendary investor George Noble talks inflation, bond market disarray and the Best Income Ideas Online Summit (0:30) Yields, gold miners, and shorting consumer stocks (5:30) Avoid private credit, private equity (28:00) Tesla, SpaceX mega bearishness (31:10)

Show Notes:
Blue Owl Capital: Don't Believe The (Negative) Hype
Avoid S&P + Bonds, Buy Gold + Energy - George Noble

Episode Transcripts

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Streaming media expert Dan Rayburn explains why he's focused on packaging, bundling and distribution of content services (0:30) Netflix understands what consumers want (11:45) Disney earnings; digital business getting a lot harder to track (16:30) Fubo playing the long game (23:50) WBD definitely one to keep an eye on (27:10) Sports viewership data and methodology (37:30)

Show Notes:
There Is No Streaming War
WorldCupstreaming.com
DanRayburnPodcast.com

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Sara Awad from Tech Contrarians discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6:30) Marvell and Broadcom (11:30) Micron, Credo, AMD, Intel, Arm, Apple (14:00) Nebius' sweet spot (33:30) Fundamentals over everything (36:50)

Show Notes:
AMD, Arm gain server CPU share at Intel's expense in Q1: UBS
The Cure For FOMO With Tech Contrarians

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Gary Vaughan from Daily Stock Picks tells us 2 truths and a lie (0:35) Why valuation matters (2:50) Energy and the 5 layer cake of AI (5:35) Knowing when to sell and buy is sector specific (9:40) Tech moats, storylines, and risk/reward (16:30) All things Apple (28:55) Taxes and investing (32:10) Trump's trip to China (35:00)

Show Notes:
Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
Know When To Hold 'Em And When To Fold 'Em
Credo Technology Group: The Valuation Looks Absurd Until You Do The Math
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Steven Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; when to hold and when to sell (17:45) Nvidia valuation (21:30) Willdan Group problems (23:40)

Episode transcripts

Show Notes:
Micron, Credo, Lumentum: 3 AI Strong Buys
Steven Cress' Top 10 Stocks For 2026
3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio

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David Alton Clark, who runs Retirement Income Warrior, shares how he's taking advantage of the volatility by taking profits and getting into a dividend name (0:35) Past performance (16:15) Top income pick (23:20)

Show Notes:
Commanding Retirement Income: A Disciplined Framework for Retirement Income Generation, Wealth Creation, and Capital Preservation

Investing Experts transcripts

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Portfolio Manager, Author, Podcaster Ben Carlson on why markets are fascinating (0:30) Private credit, banking sectors (4:40) Market cycles speeding up (8:00) Economy vs stock market (12:20) Gold and safe havens (22:50) Dividend stocks, yield, income investing and ETFs (24:30) Earnings season: Listen to how CEOs talk about consumers (28:00) AI evolution (31:20)

Show Notes:
Blue Owl Capital: Don't Believe The (Negative) Hype
Risk and Reward: How to handle market volatility and build long-term wealth

Investing Experts' transcripts

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