Don't fear AI bubble, there will be winners - Tech Contrarians

Tech Contrarians (seekingalpha.com/checkout/mp_1428?source=ie_po…) on pretty fishy levels (0:30). Where is the money going? (3:40) Oracle, AMD and other contrarian takes (9:45). Not giving China enough credit (14:50). Why Intel deserves a larger market cap (19:30). TSM (seekingalpha.com/news/4499758-taiwan-semicondu…), Intel and Trump's influence on tech (23:15). Don't fear the bubble (32:10).

Show Notes:
Huawei ramps up AI chip production to fill in Nvidia's falling market share in China: report (seekingalpha.com/news/4500208-huawei-ramps-up-…)
Tech Stocks - Focus On What Management Isn't Talking About (seekingalpha.com/article/4786668-tech-stocks-l…)
Robotaxi Concerns, A Healthier Nvidia, AMD Momentum (seekingalpha.com/article/4797601-robotaxi-conc…)
Top 6 Tech Stocks For Q4 (seekingalpha.com/article/4823460-top-6-tech-st…)

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

For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions?source=ie_podca…