Tech bubble will pop in 2027

Sara Awad from Tech Contrarians (seekingalpha.com/checkout/mp_1428?source=ie_po…) answers if this is a dip worth buying (0:40) Will tech earnings act as a trick or a treat? (5:00) Tesla's capex cut last week (9:25) Micron (and memory) story has broken (16:20) Intel earnings preview (30:45) Anthropic over OpenAI (34:15)

Show Notes
What Will Micron's Gross Margin Guide Be? (seekingalpha.com/article/4949887-what-will-mic…)

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

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