0:00-55:59
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Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector (1:00) ROI on AI capex; hyperscalers, optical connectivity, memory (11:45) Lumentum bullishness and why gross margins are so important (26:00) Nvidia's peculiar spot (30:30) Tech stock mispricings (37:00) Meta's macro backdrop (47:00)
Show Notes:
Why Meta Is The Best Positioned Hyperscaler In 2026
Top 5 Stocks For AI's Optical Revolution In 2026
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
Show Notes:
Why Meta Is The Best Positioned Hyperscaler In 2026
Top 5 Stocks For AI's Optical Revolution In 2026
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
Amrita Roy
seekingalpha.comUttam Dey
seekingalpha.comWhy Meta Is The Best Positioned Hyperscaler In 2026
seekingalpha.comTop 5 Stocks For AI's Optical Revolution In 2026
seekingalpha.comEpisode transcripts
seekingalpha.comseekingalpha.com/subscriptions
seekingalpha.com