Robotaxi concerns, a healthier Nvidia, AMD momentum with Sara Awad, Tech Contrarians

Sara Awad, who runs Tech Stock Pros and the Investing Group Tech Contrarians, on tech holding up well (1:10). Tesla's robotaxi launch (3:10). Nvidia updates (15:05). AMD momentum, Apple disappointment, Broadcom bullishness remains (17:15). CoreWeave changed investment thesis (23:05).

Show Notes:
Robotaxi Sunday Foreshadows Tesla's Next Big Thing - Buy Call
DeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi CapsTech Stocks - Focus On What Management Isn't Talking About
Stressful Markets, But Lots Of Opportunities In Tech

Episode transcript

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions