# Beyond Nvidia: Finding opportunity in the AI buildout Page: https://stenobird.com/podcast/investing-experts-5798955/beyond-nvidia-finding-opportunity-in-the-ai-buildout Text version: https://stenobird.com/podcast/investing-experts-5798955/beyond-nvidia-finding-opportunity-in-the-ai-buildout.md Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955) Published: 2026-09-13T18:45:59+00:00 Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:beyond_nvidia_ai_buildout Audio file: https://api.spreaker.com/download/episode/75105357/utf_8_q_joe_albano_ie_9_13_9_13_26_12_25_e2_80_afpm_mp3.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/beyond-nvidia-finding-opportunity-in-the-ai-buildout Duration seconds: 2125 ## Resource Joe Albano from Tech Cache explains why the easy money is gone when it comes to investing in AI (0:35) Broadcom, earnings takeaways, reading technicals (6:00) Bloom Energy - looking beyond popular AI names (14:15) Credo Technology chart work (24:20) Nvidia, M&A, Huang and Musk (26:10) Show Notes: AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache An Agentic AI Tide Lifting All Boats Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/beyond-nvidia-finding-opportunity-in-the-ai-buildout/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/investing-experts-5798955/beyond-nvidia-finding-opportunity-in-the-ai-buildout.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.