# Know when to hold 'em and when to fold 'em

Page: https://stenobird.com/podcast/investing-experts-5798955/know-when-to-hold-em-and-when-to-fold-em
Text version: https://stenobird.com/podcast/investing-experts-5798955/know-when-to-hold-em-and-when-to-fold-em.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-05-05T21:57:08+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:hold_em_fold_em
Audio file: https://api.spreaker.com/download/episode/71881292/sc_ie_5_5_5_5_26_2_39_pm.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/know-when-to-hold-em-and-when-to-fold-em
Duration seconds: 2192

## Resource

Steven Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; when to hold and when to sell (17:45) Nvidia valuation (21:30) Willdan Group problems (23:40) Episode transcripts Show Notes: Micron, Credo, Lumentum: 3 AI Strong Buys Steven Cress' Top 10 Stocks For 2026 3 Stocks To Buy From Alpha Picks/Pro Quant Portfolio 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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