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

Jun 26, 2025

31:09

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Episode notes

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 Caps Tech Stocks - Focus On What Management Isn't Talking About
Stressful Markets, But Lots Of Opportunities In Tech

Episode transcript

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