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)
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<p>In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!</p><p>---</p><p><strong>Download our FREE Financial Planning Workbook for 2025!</strong></p><p>👉<a href="https://stan.store/richhabitspodcast/p/get-our-financial-pla ... Show More
<p>In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!</p><p>---</p><p><strong>Download our FREE Financial Planning Workbook for 2025!</strong></p><p>👉<a href="https://stan.store/richhabitspodcast/p/get-our-financial-pla ... Show More
<p>In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!</p><p>---</p><p>⭐️ Open a <strong>Bond Account on</strong><a href="https://public.com/richhabits" target="_blank" rel="ugc noopener noreferrer"><strong> Publ ... Show More
<p>In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!</p><p>---</p><p>⭐️ Open a <strong>Bond Account on</strong><a href="https://public.com/richhabits" target="_blank" rel="ugc noopener noreferrer"><strong> Public ... Show More
<p>In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!</p><p>---</p><p>⚡️ Register for the <strong>webinar</strong> taking place today! <a href="https://www.crowdcast.io/c/fire-strategy-webinar" target="_blank" rel="ugc n ... Show More