Feb 2025

29m 50s

DeepSeek isn't new, Nvidia concerns, dow...

About this episode

Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia concerns (1:15). Downgrading AMD (8:00). Palantir's run (10:00). Recent earnings from semi caps - 3 stocks to like (18:30). Fundamentals vs. hype, supply and demand (22:30).

Show Notes:
AMD: Don't Mistake This As A Buying Opportunity
Reddit: Buying The Underdog For Its Pace Of Growth
Palantir: A Favorable Mix Of Pro-AI And Anti-China
Meta Platforms: DeepSeek Works In Its Favor, Not Against It - A Tech Favorite

Read episode transcripts

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