{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"Are We Seeing the First Cracks in the AI Trade?","html":"","width":"100%","height":180,"duration":3497,"description":"AI has driven tech stocks to new heights — but are we starting to see cracks in the story? Amber Kanwar sits down with Shane Obata of Middlefield to find out whether the AI trade is running out of steam or just gearing up for its next phase. From Nvidia’s dominance to rising capital costs across the sector, Shane explains where investors should stay cautious and where the next wave of profits could come from — and why, in this market, all roads still lead to OpenAI.In the Mailbag, Shane weighs in on AMD (AMD) and its new deal with OpenAI, why Taiwan Semiconductor (TSM) still shines despite China risks, and how Salesforce (CRM) stacks up against Microsoft (MSFT) in the software wars. He breaks down Meta’s (META) need for a new “shiny object,” calls Apple (AAPL) the ultimate safety trade, and explains how Amazon (AMZN)’s rebound in AWS shows its AI story is far from over.In Pro Picks, Shane shares three fresh ideas beyond the Mag 7: Samsung Electronics, poised to benefit from a global memory crunch; Take-Two Interactive (TTWO), ready to soar on the back of Grand Theft Auto VI; and Alibaba (BABA), a contrarian bet on China’s tech revival. He also reveals the theme he says will define 2026 — power — the hidden force driving the entire AI buildout.Timestamps00:00 Show intro02:10 It’s been a crazy year for tech, but you need to have it04:50 Why was it a tough earnings season for tech and is this an opportunity ?07:35 All roads lead to OpenAI11:30 How do you responsibly allocate for AI?16:00 ITM Mailbag: Advanced Micro Devices stock (AMD)21:45 Taiwan Semiconductor Manufacturing stock (TSMC)24:30 Salesforce stock (CRM)28:30 Meta stock (META)34:40 Amazon stock (AMZN)37:25 Shopify stock (SHOP) 39:00 Constellation Software stock (CSU) 46:00 Shane’s Pro Picks ( Samsung, Take-Two Interactive, Alibaba)SponsorsFor 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well...","thumbnail_url":"https://img.transistorcdn.com/er9NR63MREFV6i2rlZX8f-yMY6gNSK83fNUOzBPoSt8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}