{"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":"Know when to hold 'em and when to fold 'em","slug":"know-when-to-hold-em-and-when-to-fold-em","published_at":"2026-05-05T21:57:08+00:00","page_url":"https://stenobird.com/podcast/investing-experts-5798955/know-when-to-hold-em-and-when-to-fold-em","show_page_url":"https://stenobird.com/podcast/investing-experts-5798955","url":"https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:hold_em_fold_em","audio_url":"https://api.spreaker.com/download/episode/71881292/sc_ie_5_5_5_5_26_2_39_pm.mp3","summary":"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","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2192,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/know-when-to-hold-em-and-when-to-fold-em/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/know-when-to-hold-em-and-when-to-fold-em.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}