Asit Sharma

Motley Fool analyst specializing in technology and AI topics; offers stock picks and market predictions and debates AI infrastructure risks and opportunities on the show.

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Oct 6, 2025 • 30min

The AI Infrastructure Opportunity: 3 Fools Weigh In

Yasser El-Shimy, a Motley Fool analyst with an AI investment focus, and Asit Sharma, a technology specialist, dive into the seismic shifts in AI infrastructure spending. They analyze whether the current flood of investment is a bubble or a fertile ground for returns. Yasser highlights Alibaba's value in this race, while Asit discusses AMD's strategies to rival NVIDIA. Plus, they make bold predictions about the AI future and engage in a game to assess recent IPOs, revealing insights on emerging players. Get ready for a lively debate on tech opportunities!

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