Know when to hold 'em and when to fold 'em
May 05, 2026•37 min
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Episode description
Steven Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; when to hold and when to sell (17:45) Nvidia valuation (21:30) Willdan Group problems (23:40)
Episode transcripts
Show Notes:
Micron, Credo, Lumentum: 3 AI Strong Buys
Steven Cress' Top 10 Stocks For 2026
3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Episode transcripts
Show Notes:
Micron, Credo, Lumentum: 3 AI Strong Buys
Steven Cress' Top 10 Stocks For 2026
3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio
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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