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Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Broadcom, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10)
Show Notes:
Tech Tug Of War: Fear Vs. Greed
AI, chip stocks jump as Trump hints at ending Iran war within weeks
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:
Tech Tug Of War: Fear Vs. Greed
AI, chip stocks jump as Trump hints at ending Iran war within weeks
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