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Shownotes
Tech Contrarians (seekingalpha.com/checkout/mp_1428?source=ie_po…) take on tech's tug of war between fear and greed () Software stock sell-off () Valuation concerns on Nvidia and others () Entry point alert example for Credo () What's going to happen with China? () Investing timelines ()
Show Notes:
AI Spending Surge, Contrarian Take On Tech Stocks (seekingalpha.com/article/4843461-ai-spending-s…)
Nvidia And The H200 Landscape; Broadcom's Strategic Positioning (seekingalpha.com/article/4852152-nvidia-and-th…)
Read our transcripts (seekingalpha.com/author/investing-experts-podc…)
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