{"podcast":{"title":"Investing Experts","slug":"investing-experts-5798955","podcast_index_feed_id":5798955,"rss_url":"https://www.spreaker.com/show/5725001/episodes/feed","website_url":"https://seekingalpha.com/author/INVESTING-EXPERTS-PODCAST","image_url":"https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/f2952499add1655690fc7ef711dd7b96.jpg","author":"Seeking Alpha","episode_count":366,"summary":"Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts. Hosted by Rena Sherbill. Transcripts: seekingalpha.com/author/investing-experts-podcast","last_synced_at":"2026-07-07T22:19:04.319889+00:00","page_url":"https://stenobird.com/podcast/investing-experts-5798955"},"episode":{"title":"Fundamentals over everything","slug":"fundamentals-over-everything","published_at":"2026-05-13T21:34:22+00:00","page_url":"https://stenobird.com/podcast/investing-experts-5798955/fundamentals-over-everything","show_page_url":"https://stenobird.com/podcast/investing-experts-5798955","url":"https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:fundamentals_over_everything","audio_url":"https://api.spreaker.com/download/episode/71996144/sara_awad_ie_5_13_5_13_26_2_23_pm.mp3","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","meta_description":"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)…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2674,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/fundamentals-over-everything/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/investing-experts-5798955/fundamentals-over-everything.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}