About this episode

The episode discusses the rally in AI infrastructure stocks and various market trends including tech valuations and Disney's earnings report.

Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25) Show Notes: SA Investing Community weighs in on Iran war Micron, AMD lead AI and chip stocks higher despite Middle East woes Know When To Hold 'Em And When To Fold 'Em Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Topics covered

• AI infrastructure
• tech stock valuations
• Disney earnings
• layoffs
• market analysis

Keywords

• AI stocks
• tech valuations
• Disney earnings
• layoffs
• Micron
• AMD
• market trends

Mentioned in this episode

Organizations: Seeking Alpha, Disney, Micron, AMD

Places: Iran, Middle East

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