Episode

AI capex surge, bottlenecks, and the race for ROI

Podcast: Investing Experts
Published: Apr 9, 2026
Duration seconds: 3359
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Summary

Two of Seeking Alpha's top tech analysts, Amrita Roy and 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 Top 5 Stocks For AI's Optical Revolution In 2026 Episode transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions