AI capex surge, bottlenecks, and the race for ROI

Two of Seeking Alpha's top tech analysts, Amrita Roy (seekingalpha.com/author/amrita-roy) and Uttam Dey (seekingalpha.com/author/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 (seekingalpha.com/article/4882614-meta-best-pos…)
Top 5 Stocks For AI's Optical Revolution In 2026 (seekingalpha.com/article/4889217-top-5-stocks-…)

Episode transcripts (seekingalpha.com/author/investing-experts-podc…)

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