Tech tug of war: fear vs. greed

Tech Contrarians take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30)

Show Notes:
AI Spending Surge, Contrarian Take On Tech Stocks
Nvidia And The H200 Landscape; Broadcom's Strategic Positioning

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