Fundamentals Over Everything
2026-05-13 17:45:00 ET
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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)
Transcript
Rena Sherbill: Sara Awad from Tech Contrarians, always great to have you on Investing Experts. Welcome back to another show.
Tech Contrarians: Thanks so much, Rena. It's great to be here. It's great to also be on the show in such a special moment for the semiconductor industry and tech more broadly....
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Fundamentals Over Everything
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