What's up with tech?
Notes de l’épisode
Sara Awad from Tech Contrarians talks tech's tough year (0:40) Great results being viewed as not good enough (3:20) Semiconductors have more downside, but potential remains (6:50) Memory dynamics (8:40) Thinking about 2027 (14:50) ASIC shift favors ARM (19:45) Are we in a bubble? (23:30)
Show Notes:
Is The Market Wrong On SpaceX? TheTechTalk Podcast Ep. 1
Fundamentals Over Everything
The Cure For FOMO With Tech Contrarians
Episode transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
Is The Market Wrong On SpaceX? TheTechTalk Podcast Ep. 1
Fundamentals Over Everything
The Cure For FOMO With Tech Contrarians
Episode transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions