Don't sleep on software

Aug 25, 2026 · 43m 3s
Don't sleep on software
Description

Alex King from https://seekingalpha.com/checkout/mp_1221?source=ie_podcast:dont_sleep_on_software discusses the real difference in sentiment and attitude (0:35) Bitcoin and Ether (4:40) Rising gold - forget about the why (10:10) Warsh in Jackson Hole =...

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Alex King from Growth Investor Pro discusses the real difference in sentiment and attitude (0:35) Bitcoin and Ether (4:40) Rising gold - forget about the why (10:10) Warsh in Jackson Hole = volatility (13:40) Semis and software (16:25) Cybersecurity and agentic AI (20:40) Tech earnings season (33:50)

Show Notes:
Ice Cold, Zen-Like Investing With Alex King

Episode transcripts

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Author Seeking Alpha
Organization Seeking Alpha
Website seekingalpha.com
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