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Rob Spivey

Type: Speaker Tracked appearances: 9

Validated speaker AI power demand

Analyzed appearances 9

Latest appearance 2026-06-23 17:30

Most seen on MarketBeat

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Admin-validated speaker with linked X / Twitter profile.
Preview built from 9 analyzed appearances.
Latest tracked appearance: 2026-06-23 17:30.
Most often seen on MarketBeat.

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Themes and assets

AI power demand 2 uniform accounting 2 Adobe AI revenue and creative tools 1 AI adoption cycle and next-generation winners 1 AI bubble debate 1 AI compute and infrastructure 1 AI data centers 1 AI disruption 1

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Every analyzed appearance we have for this speaker, newest first. Open any transcript preview to read the underlying transcript.

MarketBeat

Rob Spivey

2026-06-23 17:30

3 Stocks You'll Wish You Bought. 2 You'll Regret Owning.

SpaceX valuationuniform accountingAI compute and infrastructure

Preview:MarketBeat hosts Rob Spivey and Joel Litman of Alimetry Research for a valuation-heavy discussion of SpaceX and a stock-picking segment tied to AI, space, defense, and electrification. They argue SpaceX’s hype is partly grounded in accounting data, but they still prefer other names right now: ASML, Northrop Grumman, and GE Vernova on the buy side, and AST SpaceMobile and Tesla on the avoid side.

MarketBeat

Rob Spivey

2026-05-03 17:00

3 Stocks You'll Wish You Bought in 2026 (And 2 You'll Regret Owning)

AI data centerspower demand

Preview:The transcript argues that the AI boom is fundamentally a power boom, and that investors should focus on behind-the-meter energy solutions rather than grid-tied clean power. The guest highlights GE Vernova, Bloom Energy, and Kodiak Gas as beneficiaries, while warning that NextEra Energy and AECOM are poorly positioned for the data-center buildout.

MarketBeat

Rob Spivey

2026-03-24 17:30

3 Stocks to Buy Right Now — and 2 to Avoid

AI power demandelectricity infrastructurenatural gas

Preview:MarketBeat frames this as an energy-sector stock-picking discussion anchored in the AI power buildout, rising electricity demand, and geopolitical noise around Iran. The guests argue that the near-term winners are companies tied to grid expansion, power infrastructure, and natural gas supply, while the names to avoid are capital-light or overly optimistic “story stocks” whose valuations imply profitability far ahead of reality.

MarketBeat

Rob Spivey

2026-02-26 18:30

3 Software Stocks to Buy on the Dip—and 2 to Avoid

software selloffAI disruptionuniform accounting

Preview:The video argues the software selloff is being driven by narrative fear more than business fundamentals, and that the best-owned software names have simply been rerated lower alongside AI-disruption worries. Joel Litman and Rob Spivey of Altimetry Research say Microsoft, AppLovin, and Intuit are attractive buys on the dip, while HubSpot and DocuSign should be avoided because they lack the same switching costs, data moats, or durable platform advantages.

MarketBeat

Rob Spivey

2026-01-01 09:00

This EXACT Date in 2026 Will Shift the Entire Market

AI power demandgrid buildoutBowman Consulting

Preview:Rob Spivey of Alimetry Research frames 2026 around three market drivers: massive power demand from AI/data centers, continued buy-the-dip behavior in the AI credit cycle, and a potential policy shift on May 15, 2026 when Trump is expected to appoint a new Fed chair. He argues that higher electricity costs and grid buildout will create multi-year beneficiaries, that AI pullbacks are normal as long as credit keeps improving, and that lower rates could unlock a sharp rebound in consumer stocks and housing-related names.

MarketBeat

Rob Spivey

2025-10-29 17:22

The AI Crash Is Coming — Here Are 3 Stocks to Buy Now

AI bubble debatecompetitive moats and economic moatsuniform accounting and ROA analysis

Preview:Rob Spivey of Altimetry Research argues the AI market is in a boom, not a bubble, because mega-cap earnings and valuations remain reasonable and companies can self-finance growth. His core thesis: ignore the bubble debate entirely and instead focus on companies with durable competitive moats (scale distribution, process know-how, switching costs, etc.). He recommends United Rentals (URI) and Baker Hughes (BKR) as moat-rich compounders, warns against Oracle (ORCL) because it's trading a durable ERP moat for lower-quality data-center operating scale, and teases a Tesla/Optimus robotics thesis available in a separate report.

MarketBeat

Rob Spivey

2025-07-22 17:11

AI Stocks Are Printing Money — These 3 Are Just Getting Started

AI market cycle and 1990s internet analogyAdobe AI revenue and creative toolsQualcomm edge AI and IoT expansion

Preview:Two analysts from Altimetry Research argue the AI boom is still in its "early innings," comparing it to the mid-1990s internet era. They present three AI stocks with significant runway: Adobe (AI tools and analytics driving real revenue growth despite fears of AI disruption), Qualcomm (edge AI and IoT expansion offsetting Apple revenue risk), and Alphabet/Google (undervalued on a uniform accounting basis with massive monetization potential). The conversation concludes with a pitch for a "three-stock" asset-allocation system and a warning against stock-picking without proper portfolio structure.

ITM TRADING, INC.

Rob Spivey

2025-03-26 14:04

DOGE COLLAPSE Ahead of APRIL 30: Why Investors Will Pay the Price and Must Prepare

DOGE agenda and Elon Musk's AI strategyApril 30, 2025 as catalyst dateAI adoption cycle and next-generation winners

Preview:Rob Spivey (director/co-founder of Altana) argues that Elon Musk's DOGE agenda is really an AI play: Musk is using the first 100 days of Trump's term (ending April 30, 2025) to reshape government operations around AI. Spivey predicts a "collapse" — not of markets per se, but of old government processes — creating massive opportunity for a new set of nine companies that will become the next Magnificent 7. He draws an analogy to the 1997 Clinton State of the Union that preceded a ~13-15% drawdown, implying similar volatility ahead. The argument is light on specifics: the nine companies are unnamed (behind a report paywall at stockmarketpanic.com), the causal chain from DOGE to AI winners is asserted rather than demonstrated, and Musk's five-step "algorithm" is presented as insight rather than tested thesis.

MarketBeat

Rob Spivey

2025-02-12 17:53

Elon Musk's First 100 Days of DOGE: 3 AI Stocks Ready to Soar

DOGE and Elon Musk government roleMusk's five-step algorithm for government efficiencyAI infrastructure and hyperscalers

Preview:Rob Spivey, director of research at Altimetry Research, argues that Elon Musk's DOGE initiative is fundamentally an AI automation play for the federal government. Musk's five-step algorithm (question, delete, simplify, accelerate, automate) points to massive AI infrastructure deployment inside government. Spivey recommends three mega-cap AI beneficiaries — Microsoft (MSFT), Alphabet (GOOGL), and Meta (META) — as hyperscalers that will benefit from government AI contracts, while teasing six additional off-the-beaten-path picks in a paid report. The thesis: Musk is shifting the Overton window toward AI integration in government, and the real money is in AI infrastructure, not defense cuts or Tesla.

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