Asit Sharma

Asit Sharma, a tech and markets commentator, teams up with Lou Whiteman, a seasoned market analyst, to dissect the latest big tech earnings. They explore Alphabet's impressive cloud growth and Meta's struggles with AI monetization. Amazon's resurgence in retail and AWS momentum also takes center stage. A fun segment called 'Trick or Treat' has them evaluating stocks like Nike and Microsoft, while Netflix's unexpected stock split makes waves. Their insights into Coinbase add a splash of color to the lively discussions.

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!

Join Jason Hall, a consumer and retail analyst, and Asit Sharma, a tech-focused analyst, as they dissect the holiday shopping landscape and reveal two ‘Rule-Breaking’ stocks to consider. They delve into Black Friday trends, the winner-takes-all dynamics of retailers like Amazon and Walmart, and the impact of consumer behavior on investments. Jason champions BBB Foods for its innovative grocery model, while Asit highlights Astera Labs and its unique tech opportunities. Perfect for investors looking to navigate holiday spending wisely!