Episode

Don't sleep on software

Podcast: Investing Experts
Published: Aug 25, 2026
Duration seconds: 2584
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Canonical source: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:dont_sleep_on_software
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Markdown: /podcast/investing-experts-5798955/don-t-sleep-on-software.md

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Summary

Alex King from Growth Investor Pro discusses the real difference in sentiment and attitude (0:35) Bitcoin and Ether (4:40) Rising gold - forget about the why (10:10) Warsh in Jackson Hole = volatility (13:40) Semis and software (16:25) Cybersecurity and agentic AI (20:40) Tech earnings season (33:50) Show Notes: Ice Cold, Zen-Like Investing With Alex King Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions