# Everybody wants to panic sell. Don't.

Page: https://stenobird.com/podcast/investing-experts-5798955/everybody-wants-to-panic-sell-don-t
Text version: https://stenobird.com/podcast/investing-experts-5798955/everybody-wants-to-panic-sell-don-t.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-05-12T21:11:01+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:panic_sell_dont
Audio file: https://api.spreaker.com/download/episode/71982404/gv_ie_5_12_5_12_26_1_50_pm.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/everybody-wants-to-panic-sell-don-t
Duration seconds: 2800

## Resource

Gary Vaughan from Daily Stock Picks tells us 2 truths and a lie (0:35) Why valuation matters (2:50) Energy and the 5 layer cake of AI (5:35) Knowing when to sell and buy is sector specific (9:40) Tech moats, storylines, and risk/reward (16:30) All things Apple (28:55) Taxes and investing (32:10) Trump's trip to China (35:00) Show Notes: Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy) Know When To Hold 'Em And When To Fold 'Em Credo Technology Group: The Valuation Looks Absurd Until You Do The Math Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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## Transcript

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