# Fundamentals over everything

Page: https://stenobird.com/podcast/investing-experts-5798955/fundamentals-over-everything
Text version: https://stenobird.com/podcast/investing-experts-5798955/fundamentals-over-everything.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-05-13T21:34:22+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:fundamentals_over_everything
Audio file: https://api.spreaker.com/download/episode/71996144/sara_awad_ie_5_13_5_13_26_2_23_pm.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/fundamentals-over-everything
Duration seconds: 2674

## Resource

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

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## Transcript

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