Investing Experts Tech stocks - focus on what management isn't talking about
23 snips
May 14, 2025 Sara Awad from Tech Contrarians brings her contrarian insight on the tumultuous tech sector. She discusses the risks surrounding Nvidia and whether earnings calls are still relevant. Awad highlights green flags for CoreWeave, providing an update on Palantir, and explains why Tesla presents a unique challenge for investors. She also delves into AMD's fluctuating status amid market volatility, stressing that, although markets are stressful, opportunities in tech are ripe for the picking.
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NVIDIA Faces Growing Risks
- NVIDIA's stock is currently risky due to potential market and product challenges. - Factors like ASIC competition and double ordering effects increase uncertainty for upcoming quarters.
Decoding Earnings Calls
- Focus on what management avoids discussing in earnings calls. - Watch supply chain peers for hidden signals rather than management's positive spin.
DeepSeek Disrupts AI Demand
- DeepSeek tech reduces inferencing compute needs, challenging NVIDIA's growth. - Gaming GPU sales suggest use for AI inferencing, hinting at market shifts.