The cure for FOMO with Tech Contrarians
From Investing Experts by Seeking Alpha
March 31, 2026 · 34 min
About this episode
Sara Awad discusses the intersection of technology, geopolitics, and investor behavior in the current market landscape.
Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10) Show Notes: Tech Tug Of War: Fear Vs. Greed AI, chip stocks jump as Trump hints at ending Iran war within weeks 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 dynamics
- geopolitical factors
- investor scrutiny
- AI in energy
- chip stocks
- Super Micro scandal
Keywords
- FOMO
- tech contrarians
- investor scrutiny
- AI
- chip stocks
- geopolitical factors
- Super Micro scandal
Mentioned in this episode
Organizations: Tech Contrarians, Micron, AMD, Nvidia, Google, Super Micro
Places: China
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