Getty Images Listen here or on the go via Apple Podcasts and Spotify    Tech Contrarians explains the market’s AI obsession, and why fears of a bubble might be premature (1:00). Breaking down OpenAI’s spending spree (3:20). Big tech’s CapEx surge and what it signals about market anxiety (5:40). Red flags may indicate short-term supply chain hiccups not AI collapse (8:00). AI bubble or just deflation? Mid-2026 more likely for major corrections (10:15). AMD, Nvidia & Broadcom (15:30). Intel's turning poin ...