# What's Up With Tech?

Page: https://stenobird.com/podcast/investing-experts-5798955/what-s-up-with-tech
Text version: https://stenobird.com/podcast/investing-experts-5798955/what-s-up-with-tech.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-08-13T09:15:02+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:whats_up_tech
Audio file: https://api.spreaker.com/download/episode/73866272/utf_8_q_sara_a_ie_8_13_8_12_26_3_26_e2_80_afpm_mp3.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/what-s-up-with-tech
Duration seconds: 2007

## Resource

Sara Awad from Tech Contrarians talks tech's tough year (0:40) Great results being viewed as not good enough (3:20) Semiconductors have more downside, but potential remains (6:50) Memory dynamics (8:40) Thinking about 2027 (14:50) ASIC shift favors ARM (19:45) Are we in a bubble? (23:30) Show Notes: Is The Market Wrong On SpaceX? TheTechTalk Podcast Ep. 1 Fundamentals Over Everything The Cure For FOMO With Tech Contrarians 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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