What's up with tech?

Sara Awad from Tech Contrarians (seekingalpha.com/checkout/mp_1428?source=ie_po…) talks tech's tough year (0:40) Great results being viewed as not good enough (3:20) Semiconductors have more downside, but potential remains (6:50) Memory dynamics (8:40) Thinking about 2027 (14:50) ASIC shift favors ARM (19:45) Are we in a bubble? (23:30)

Show Notes:
Is The Market Wrong On SpaceX? TheTechTalk Podcast Ep. 1 (seekingalpha.com/article/4933283-is-the-market…)
Fundamentals Over Everything (seekingalpha.com/article/4904176-fundamentals-…)
The Cure For FOMO With Tech Contrarians (seekingalpha.com/article/4887576-the-cure-for-…)

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

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