Tech stocks - focus on what management isn't talking about
May 14, 2025•37 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
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
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
For the best experience, listen in Metacast app for iOS or Android