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.
Best podcasts with Asit Sharma
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34 snips
Oct 31, 2025 • 42min
Big Tech Breaks the Bank for AI
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.
21 snips
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!
