EPISODEMay 13, 202644 min 34s
Fundamentals over everything
Sara Awad from Tech Contrarians discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6:30) Marvell and Broadcom (11:30) Micron, Credo, AMD, Intel, Arm, Apple (14:00) Nebius' sweet spot (33:30) Fundamentals over everything (36:50)
Show Notes:
AMD, Arm gain server CPU share at Intel's expense in Q1: UBS
The Cure For FOMO With Tech Contrarians
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Show Notes:
AMD, Arm gain server CPU share at Intel's expense in Q1: UBS
The Cure For FOMO With Tech Contrarians
Read our transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions