Know when to hold 'em and when to fold 'em

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 (seekingalpha.com/author/investing-experts-podc…)

Show Notes:
Micron, Credo, Lumentum: 3 AI Strong Buys (seekingalpha.com/article/4889062-micron-credo-…)
Steven Cress' Top 10 Stocks For 2026 (seekingalpha.com/article/4860173-steven-cress-…)
3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio (seekingalpha.com/article/4824181-3-stocks-to-b…)

For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions?source=ie_podca…