{"podcast":{"title":"Investing Experts","slug":"investing-experts-5798955","podcast_index_feed_id":5798955,"rss_url":"https://www.spreaker.com/show/5725001/episodes/feed","website_url":"https://seekingalpha.com/author/INVESTING-EXPERTS-PODCAST","image_url":"https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/f2952499add1655690fc7ef711dd7b96.jpg","author":"Seeking Alpha","episode_count":366,"summary":"Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Hosted by Rena Sherbill. Transcripts: seekingalpha.com/author/investing-experts-podcast","last_synced_at":"2026-07-07T22:19:04.319889+00:00","page_url":"https://stenobird.com/podcast/investing-experts-5798955"},"episode":{"title":"AI capex surge, bottlenecks, and the race for ROI","slug":"ai-capex-surge-bottlenecks-and-the-race-for-roi","published_at":"2026-04-09T20:33:59+00:00","page_url":"https://stenobird.com/podcast/investing-experts-5798955/ai-capex-surge-bottlenecks-and-the-race-for-roi","show_page_url":"https://stenobird.com/podcast/investing-experts-5798955","url":"https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:ai_capex_surge","audio_url":"https://api.spreaker.com/download/episode/71217516/amrita_uttam_ie_4_9_4_9_26_12_47_pm.mp3","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","meta_description":"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 conn…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3359,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/ai-capex-surge-bottlenecks-and-the-race-for-roi/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/investing-experts-5798955/ai-capex-surge-bottlenecks-and-the-race-for-roi.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}