About this episode
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
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
Interactive timestamps
Jump to segmentHosts & guests
Transcript ready
448 searchable segments. Every word is indexed and playable.
More episodes
More from Investing Experts
2 dividend plays, taking profits, and dry powder
Investing Experts
Apr 23, 202642:00failed
Ben Carlson: long-term investing still wins - even when it feels wrong
Investing Experts
Apr 22, 202645:05failed
Blue Owl Capital: Don't believe the (negative) hype
Investing Experts
Apr 16, 202651:13failed
AI capex surge, bottlenecks, and the race for ROI
Investing Experts
Apr 9, 202655:59failed