Know when to hold 'em and when to fold 'em
From Investing Experts by Seeking Alpha
May 5, 2026 · 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
People in this episode
Guest: Steven Cress
Topics covered
- stock picks
- investment strategies
- valuation analysis
- AI stocks
- market trends
Keywords
- stock picks
- investment
- valuation
- AI stocks
- market analysis
Mentioned in this episode
Organizations: Micron, PEG, Lumentum, Credo, AMD, CRDO, Allstate, Nvidia, Willdan Group, Seeking Alpha
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