The Cure For FOMO With Tech Contrarians
2026-03-31 15:45:00 ET
Listen here or on the go via Apple Podcasts and Spotify
Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Broadcom, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10)
Transcript
Rena Sherbill: Very happy to welcome back to Investing Experts, Sara Awad from Tech Contrarians , who we've talked to many times , most of the time where tech has been doing very well and investors have been largely bullish. Not very much the case today....
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The Cure For FOMO With Tech Contrarians
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