Fundamentals over everything
13 de may. de 2026 ·
44m 33s
Descarga y escucha en cualquier lugar
Descarga tus episodios favoritos y disfrútalos, ¡dondequiera que estés! Regístrate o inicia sesión ahora para acceder a la escucha sin conexión.
Descripción
Sara Awad from https://seekingalpha.com/checkout/mp_1428?source=ie_podcast:fundamentals_over_everything 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,...
mostra más
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
mostra menos
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
Información
| Autor | Seeking Alpha |
| Organización | Seeking Alpha |
| Página web | seekingalpha.com |
| Etiquetas |
Copyright 2026 - Spreaker Inc. an iHeartMedia Company
Comentarios