The cure for FOMO with Tech Contrarians

Sara Awad from Tech Contrarians (seekingalpha.com/checkout/mp_1428?source=ie_po…) explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, 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 (seekingalpha.com/article/4869753-tech-tug-of-w…)
AI, chip stocks jump as Trump hints at ending Iran war within weeks (seekingalpha.com/news/4570770-ai-chip-stocks-j…)

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

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