Fundamentals over everything
May 13, 2026•45 min
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Episode description
Sara Awad from Tech Contrarians discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6:30) Marvell and Broadcom (11:30) Micron, Credo, AMD, Intel, Arm, Apple (14:00) Nebius' sweet spot (33:30) Fundamentals over everything (36:50)
Show Notes:
AMD, Arm gain server CPU share at Intel's expense in Q1: UBS
The Cure For FOMO With Tech Contrarians
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:
AMD, Arm gain server CPU share at Intel's expense in Q1: UBS
The Cure For FOMO With Tech Contrarians
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
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