S&P hits all-time highs, AI trade does all the work

From June we saw money rotate out of tech into reflationary sectors, also software, explains Amrita Roy (seekingalpha.com/author/amrita-roy?source=ie_p…) and Uttam Dey (seekingalpha.com/author/uttam-dey?source=ie_po…). Now, money is moving back into tech.Yes, breadth is poor, but still money is moving back into tech. They share their favorite stocks: Meta, AMD, Cloudflare and more.

Show Notes:
AI Capex Surge, Bottlenecks, And The Race For ROI (seekingalpha.com/article/4889636-ai-capex-surg…)
SpaceX, Telecom Sell-Off, Micron's A Grades, Steve Cress Origin Story (seekingalpha.com/article/4953372-spacex-teleco…)

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

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