DeepSeek isn't new, Nvidia concerns, downgrading AMD + 3 semi caps
Feb 13, 2025•30 min
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Episode description
Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia concerns (1:15). Downgrading AMD (8:00). Palantir's run (10:00). Recent earnings from semi caps - 3 stocks to like (18:30). Fundamentals vs. hype, supply and demand (22:30).
Show Notes:
AMD: Don't Mistake This As A Buying Opportunity
Reddit: Buying The Underdog For Its Pace Of Growth
Palantir: A Favorable Mix Of Pro-AI And Anti-China
Meta Platforms: DeepSeek Works In Its Favor, Not Against It - A Tech Favorite
Read episode transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
AMD: Don't Mistake This As A Buying Opportunity
Reddit: Buying The Underdog For Its Pace Of Growth
Palantir: A Favorable Mix Of Pro-AI And Anti-China
Meta Platforms: DeepSeek Works In Its Favor, Not Against It - A Tech Favorite
Read episode transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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