0:00-35:43
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Tech Contrarians take on tech's tug of war between fear and greed (0:45) Software stock sell-off (2:45) Valuation concerns on Nvidia and others (9:10) Entry point alert example for Credo (17:00) What's going to happen with China? (18:30) Investing timelines (24:30)
Show Notes:
AI Spending Surge, Contrarian Take On Tech Stocks
Nvidia And The H200 Landscape; Broadcom's Strategic Positioning
Read our transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
AI Spending Surge, Contrarian Take On Tech Stocks
Nvidia And The H200 Landscape; Broadcom's Strategic Positioning
Read our transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Tech Contrarians
seekingalpha.comAI Spending Surge, Contrarian Take On Tech Stocks
seekingalpha.comNvidia And The H200 Landscape; Broadcom's Strategic Positioning
seekingalpha.comRead our transcripts
seekingalpha.comseekingalpha.com/subscriptions
seekingalpha.com