Episode

Fundamentals over everything

Podcast: Investing Experts
Published: May 13, 2026
Duration seconds: 2674
Processing state: not_requested
Canonical source: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:fundamentals_over_everything
Audio: https://api.spreaker.com/download/episode/71996144/sara_awad_ie_5_13_5_13_26_2_23_pm.mp3
JSON: /v1/public/podcasts/investing-experts-5798955/episodes/fundamentals-over-everything
Markdown: /podcast/investing-experts-5798955/fundamentals-over-everything.md

Actions

POST https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/fundamentals-over-everything/transcription-requests
Idempotently request low-priority transcript generation for this episode.
GET https://stenobird.com/podcast/investing-experts-5798955/fundamentals-over-everything.md
Read the agent-friendly Markdown representation of this episode resource.

Summary

Sara Awad from Tech Contrarians discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6:30) Marvell and Broadcom (11:30) Micron, Credo, AMD, Intel, Arm, Apple (14:00) Nebius' sweet spot (33:30) Fundamentals over everything (36:50) Show Notes: AMD, Arm gain server CPU share at Intel's expense in Q1: UBS The Cure For FOMO With Tech Contrarians 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