About this episode
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 Caps Stressful Markets, But Lots Of Opportunities In Tech The Worst Has Happened To Super Micro Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions