The market's sharp sell-off, AI valuations, data-center investment, and ways to approach volatility.
Julia Ostian,
Kenio Fontes, and
Jack Bowman compare views on hyperscalers, chipmakers, utilities, speculative power plays, and ETFs, while weighing political and infrastructure risks against long-term opportunity.
Show Notes:
Being Picky With Stocks More Important Than EverETF Portfolio MechanicsEpisode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at
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