『Investing Experts』のカバーアート

Investing Experts

Investing Experts

著者： Seeking Alpha
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10月19日まで。※適用条件あり
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Hosted by Rena Sherbill.

Transcripts: seekingalpha.com/author/investing-experts-podcastCopyright Seeking Alpha 個人ファイナンス 経済学
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  • Don't sleep on analog semiconductors

    Don't sleep on analog semiconductors
    2026/09/22
    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

    Episode transcripts

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    41 分
  • Look at REITs as dividend income machines

    Look at REITs as dividend income machines
    2026/09/17
    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

    Episode transcripts

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    43 分
  • Beyond Nvidia: Finding opportunity in the AI buildout

    Beyond Nvidia: Finding opportunity in the AI buildout
    2026/09/13
    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

    Episode transcripts

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    35 分
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