AI capex surge, bottlenecks, and the race for ROI

About this episode

Two tech analysts discuss AI capital expenditure and its implications for the tech sector.

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

People in this episode

Guests: Amrita Roy, Uttam Dey

Topics covered

• AI capital expenditure
• tech stock analysis
• hyperscalers
• gross margins
• market mispricings
• Meta's positioning

Keywords

• AI capex
• hyperscalers
• Nvidia
• Meta
• Lumentum
• gross margins
• tech stocks

Mentioned in this episode

Organizations: Seeking Alpha, Nvidia, Meta, Lumentum

More episodes of Investing Experts

• Small caps are back! · June 11, 2026 · 53 min
• Market shifts from risk on to risk off · June 10, 2026 · 51 min
• 3 growth & income stocks to buy + Steve answers your questions · June 7, 2026 · 40 min
• Trend following, technical analysis and why price means everything · June 4, 2026 · 40 min
• Tax Alpha: Thoughtful asset location · June 3, 2026 · 21 min
• Mispriced REITs, AI immunity, and the next real estate cycle · May 26, 2026 · 31 min