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# Never Sell: Episode 11-The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge
- URL: https://www.mbi-deepdives.com/never-sell-ep11/
- Published: 2025-11-03T12:50:52.000Z
- Updated: 2025-11-03T12:50:52.000Z
- Author: MBI Deep Dives
- Tags: Never_Sell

For the “Never Sell” podcast, [Scuttleblurb](https://www.scuttleblurb.com/?ref=mbi-deepdives.com) and I published a new episode. You can listen to it here: [Spotify](https://open.spotify.com/episode/5NyeYMWe09WzUTxB82vJer?si=bf59aa2e555f4c9e&ref=mbi-deepdives.com), [Apple](https://podcasts.apple.com/us/podcast/the-big-tech-capex-debate-amazon-retail-aligns/id1786912203?i=1000734933500&ref=mbi-deepdives.com), [YouTube](https://www.youtube.com/watch?v=LQa6HvR5D5s&ref=mbi-deepdives.com), [RSS feed](https://rss.buzzsprout.com/2435713.rss?ref=mbi-deepdives.com)

Unlike yours truly, Scuttleblurb rarely talks about big tech in public, so I really enjoyed discussing and thinking through the thorny capex debate. David (Scuttleblurb) is one of the sharpest analysts I know, and the primary reason I was pestering him for the last couple of years to launch a podcast with me is I need a good excuse to discuss stocks with him. It's one of those things that I frankly do not quite care much if anyone else listens to these conversations (I know many of you do), but it's certainly something I personally look forward to every month. Maybe one day I will be able to convince David to do it more than once a month!

As a reminder, if you have any questions for either MBI Deep Dives or Scuttleblurb, please feel free to email us the questions which we may try to respond/discuss in our future episodes.

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*In addition to “Daily Dose” (yes, *DAILY*) like this, MBI Deep Dives publishes one Deep Dive on a publicly listed company every month. You can find all the 64 Deep Dives* [*here*](https://www.mbi-deepdives.com/models/)*.*

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