

AI investors are getting nervous. Should they be?
Big Tech is spending at a scale we’ve never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Alec is joined by T. Rowe Price portfolio specialist Sam Ruiz to unpack what earnings season has revealed, where the AI…

Scout bees are checking it out — divided opinions, the swarm hasn't committed.
- Platform
- 39%
- Community
- no read yet
- Value
- no read yet
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
What people are saying
“Great listen, but I don't understand why people keep thinking Apple has some huge market share, they only hold about 20% of the world phone market, they are a small player compared to Android.”
“If you've missed all of the cheap stocks, just remember that these AI data centers need an enormous amount of power required and Sam mentioned this near the start. Massive spend on nuclear is just around the corner and anything in this spac…”
“If I hear the word AI one more time im going to lose it”
“Humanity needs to reject AI & data centres collecting information on every single person, and business etc. My personal digital information is not for sale by a third party without my consent. The danger is real and significant to every gov…”
More from Equity Mates Investing Podcast
See all episodes →
4 investors, $100,000: Who’s winning 6 months in? | Portfolio Challenge

3 impressive Aussie companies, how often should you invest & don’t listen to Michael Burry

The economics of the AI companies is being tested with Alex Pollak | Loftus Peak
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.