AI spending faces reality check as tech earnings roll in

Chris Ciaccia talks market sell-off, mixed earnings reports (seekingalpha.com/news/4655653-meta-projects-q4…), and AI spending (1:15) Tesla capex and political concerns, SpaceX timelines (2:50) Lam Research bottleneck guidance (seekingalpha.com/news/4655894-lam-research-str…) (5:15)

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

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