Episode

The cure for FOMO with Tech Contrarians

Podcast: Investing Experts
Published: Mar 31, 2026
Duration seconds: 2036
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Summary

Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10) Show Notes: Tech Tug Of War: Fear Vs. Greed AI, chip stocks jump as Trump hints at ending Iran war within weeks 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