Tech stocks - focus on what management isn't talking about
Sara Awad, from Tech Contrarians, returns to discuss the volatile and stressful tech sector (1:30). Negative thesis on Nvidia (5:30). Do earnings calls matter? (12:50). CoreWeave's green flags, upcoming earnings (22:10). Palantir update (24:40). Why Tesla is a tricky stock (26:20). Downgrading and upgrading AMD (32:30).Show Notes:DeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi CapsStressful Markets, But Lots Of Opportunities In TechThe Worst Has Happened To Super MicroEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions