Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will profit irrespective of what comes next?

Asit Sharma, Yasser El-Shimy, and Tim Beyers:
- Discuss their views of the AI spending race and three stocks poised to profit regardless.
- Make three reckless predictions for the A.I. industry.
- Play another game of Faker or Breaker with three recent IPO stocks.

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Tickers: Companies discussed: BABA, AMD, NET, INTC, TOST

Host: Tim Beyers
Guests: Asit Sharma, Yasser El-Shimy
Producer: Anand Chokkavelu
Engineer: Dan Boyd

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