The spotlight this week is concentrated on 4 “Magnificent 7” names: Apple, Microsoft, Amazon and Meta, with markets watching closely for updates on AI strategy, consumer trends, and cloud performance. We've had a handful of guests discuss mega cap tech stocks recently so we thought we'd include some of their insights in one episode. Show Notes:Magnificent 7 Now The Troubling 3, Underscores Market WeaknessNetflix Is Still KingMarket Sentiment Is A Powerful Thing - Joe Albano, Tech CacheHigh Conviction Ideas With Next Gen InvestorsWaiting On Tech Earnings, Don't Overplay Market SeasonalityEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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24:26
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24:26
Waiting on tech earnings, don't overplay market seasonality
CEO and CIO of Infrastructure Capital Advisors, Jay Hatfield, on being bullish all year, now more neutral (0:30). Wait and see on tech earnings (3:15). Bearish on Tesla (4:40). Amazon, Broadcom, Meta bullishness (7:00). Actively managing ETFs (8:50). IBIT and Bitcoin ETFs (12:20). Bond market update, tariff objectivity (13:30). REITs, real estate, interest rates, USD (17:45). What almost everyone ignores about monetary policy (28:25).Show Notes:July 2025 Commentary And Economic OutlookUnderstanding Master Limited Partnership Payout RatiosThe Small Cap Covered Call Yield Pick-UpInfrastructure Capital FundsEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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32:11
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32:11
3 tariff resistant stocks from Steven Cress
Steven Cress explains why tariffs are back in focus (0:30). US-centric stocks, ATI pick 1 (8:30). Sterling Infrastructure pick 2 (10:35). Bank of America pick 3 (14:00). 52-week highs, when stocks are appropriate buys (17:40). Pro Quant Portfolio and Alpha Picks (19:30). This is an excerpt from last week's webinar, 3 Strong Stocks To Hedge Against Tariff Pressure.Show Notes:Tariffs Reignited: Best Stocks To Buy NowSector market dataEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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26:25
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26:25
Compelling buys, stellar tech moves with The Financial Prophet
Victor Dergunov, The Financial Prophet, on very interesting current market dynamics (1:20). Mag stocks, strong conviction picks (4:35). Fed, monetary policy, healthy USD, interest rates (19:00). Earnings season underway - look for delinquencies (27:20). Amazon and Netflix bullishness (32:50). AI spending concerns (35:20).Show Notes:Why The Market May Hit A Wall HereHere's Why I Increased My Tesla PositionAlphabet: Still A BuyPalantir: It's Just Too Expensive HereEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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41:25
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41:25
High conviction ideas with next gen investors
Rob Isbitts from Sungarden Investors Club talks to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (0:30). Overheated market, Amazon bullishness (15:35). Buffett and value investing (23:40). Fed creating money out of thin air (25:15). China in focus (28:00). Nu Holdings' disruption (32:50). Mega caps eat the world (38:55).Show Notes:Nu Holdings: The Only Fintech In My Portfolio Right NowGrab Q1 2025: It's Delivering Exactly What I HopedPrivate Payrolls Shed Jobs For The First Time In YearsUber Vs. Lyft: Why I Buy Uber And Not The OtherNu Holdings: Still A Buy But Not As Obvious As BeforeEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.Transcripts: seekingalpha.com/author/investing-experts-podcast
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