Stressful Markets, But Lots Of Opportunities In Tech

2025-04-08 15:40:00 ET

Summary

• Sara Awad from Tech Stock Pros returns to discuss market uncertainty, volatility, and the tech sector.
• CoreWeave's IPO highlights the emerging NeoCloud sector, but long-term risks include outdated tech and heavy competition from giants like Microsoft and Amazon.
• Optimistic on Broadcom.
• Bearish on Tesla due to increasing competition, politics, and supply chain issues, making Musk's growth targets hard to achieve.

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Sara Awad from Tech Stock Pros returns to discuss market uncertainty, volatility, and the tech sector (1:00). Optimistic on Broadcom ( AVGO ) (3:00). Spotlight on CoreWeave IPO and its new category (6:20). Bearish on Tesla long-term (14:40). Updates on Nvidia and 3 semiconductor stocks (19:15).

Transcript

Rena Sherbill: Sara Awad, welcome back to Investing Experts. Always great to be talking to you on Seeking Alpha. You write under Tech Stock Pros and you have an investing group called Tech Contrarians .

So with an obvious focus on tech and an eye towards that sector, but also navigating, as you mentioned before I hit record, these historical times we find ourselves in, how do you see this present moment broadly, market wise speaking, and then more specifically as it pertains to the tech sector?

Sara Awad: First thing, thanks for having us on. It's really always a pleasure. I mean, to say the least, it's been a tough week for stocks. The global markets obviously really aren't liking the liberation data. It's looking like a tight situation with the Fed staying steady on this wait and see strategy. But this is definitely one that's going down in the books.

Interesting time to be in the market. Also, a stressful time to be in the market. In terms of tech and how everything is playing playing out, there's a lot of opportunity on the table from where we're standing.

There's a lot of names with good fundamentals. Broadcom ( AVGO ), for example, is the first that comes to mind, that we think are gonna fare better than than other guys in this space....

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