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Shownotes
Sara Awad from Tech Contrarians (seekingalpha.com/checkout/mp_1428?source=ie_po…) discusses semi momentum () Tech correction won't come out of nowhere; it will be forced () Nvidia earnings () Marvell and Broadcom () Micron, Credo, AMD, Intel, Arm, Apple () Nebius' sweet spot () Fundamentals over everything ()
Show Notes:
AMD, Arm gain server CPU share at Intel's expense in Q1: UBS (seekingalpha.com/news/4592334-amd-arm-gain-ser…)
The Cure For FOMO With Tech Contrarians (seekingalpha.com/article/4887576-the-cure-for-…)
Read our transcripts (seekingalpha.com/author/investing-experts-podc…)
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