About this episode
Sara Awad discusses the importance of fundamentals in tech investing amidst market corrections and earnings reports.
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 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
People in this episode
Guest: Sara Awad
Topics covered
- tech investing
- semiconductors
- earnings analysis
- market trends
- fundamentals
Keywords
- semi momentum
- tech correction
- Nvidia earnings
- AMD
- market fundamentals
Mentioned in this episode
Organizations: Tech Contrarians, Nvidia, Marvell, Broadcom, Micron, Credo, AMD, Intel, Arm, Apple
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