Know when to hold 'em and when to fold 'em

Know when to hold 'em and when to fold 'em

May 5, 2026 ยท 37 min

About this episode

Steven Cress discusses recent stock picks and investment strategies in the current market.

Steven Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; when to hold and when to sell (17:45) Nvidia valuation (21:30) Willdan Group problems (23:40) Episode transcripts Show Notes: Micron, Credo, Lumentum: 3 AI Strong Buys Steven Cress' Top 10 Stocks For 2026 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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