{"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":"Micron, Credo, Lumentum: 3 AI strong buys","slug":"micron-credo-lumentum-3-ai-strong-buys","published_at":"2026-04-07T22:18:36+00:00","page_url":"https://stenobird.com/podcast/investing-experts-5798955/micron-credo-lumentum-3-ai-strong-buys","show_page_url":"https://stenobird.com/podcast/investing-experts-5798955","url":"https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:micron_lumentum_credo","audio_url":"https://api.spreaker.com/download/episode/71167641/steve_c_ie_4_7_4_7_26_3_05_pm.mp3","summary":"Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress highlights 3 AI stocks: Micron Technology, Lumentum Holdings, and Credo Technology (5:15) Nvidia's failing valuation (16:40) Show Notes: Buy The Dip: Best 5 Tech Stocks With Average Forward EPS Growth Of 197% The Cure For FOMO With Tech Contrarians 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio 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":"Volatile markets and safe haven sectors (1:00) Seeking Alpha's Head of Quant, Steven Cress highlights 3 AI stocks: Micron Technology, Lumentum Holdings, a…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1905,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/micron-credo-lumentum-3-ai-strong-buys/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/micron-credo-lumentum-3-ai-strong-buys.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}