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Know When To Hold 'Em And When To Fold 'Em

Source: SeekingAlpha

2026-05-05 18:05:00 ET

Listen here or on the go via Apple Podcasts and Spotify

Steve 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)

Transcript

Rena Sherbill: Steve Cress , Seeking Alpha's Head of Quant. Always great to have you on Investing Experts. Welcome back to the show....

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Know When To Hold 'Em And When To Fold 'Em
ATI Inc.

NASDAQ: ATI

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