Sara Awad

Sara Awad, a tech equity analyst at Tech Contrarians, dives into the AI spending frenzy and its implications. She discusses OpenAI's staggering commitments against its revenues and argues that fears of an AI bubble may be overblown. Explore the surge in CapEx from tech giants and how it reflects competitive strategies. Sara points to potential supply chain red flags and predicts a short-term deflation with significant corrections due by mid-2026. She also highlights key semiconductor players and intriguing opportunities beyond AI-driven investments.

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.

Sara Awad, a tech analyst at Seeking Alpha, shares her contrarian insights on the booming AI sector. She critiques the sustainability of the massive cash flow to companies like Oracle and Nvidia, cautioning against blind optimism. Highlighting China’s rising influence in AI, she argues that the market should not underestimate its impact. Awad also discusses Intel’s potential to elevate its market cap and how a US-TikTok deal could reshape ad strategies. Ultimately, she believes selective investments will yield winners amidst the speculative AI bubble.

Sara Awad from Tech Stock Pros, a savvy tech market analyst and leader of the Tech Contrarians group, shares her insights on the current market turbulence. She discusses the promising outlook for Broadcom amidst the rise of AI technologies. Sara also takes a critical look at CoreWeave's IPO, highlighting potential risks and rewards. While bearish on Tesla's long-term prospects, she provides updates on Nvidia and key semiconductor stocks, offering valuable guidance for navigating today's complex tech landscape.

Sara Awad, an analyst at Tech Stock Pros and leader of Tech Contrarians, dives into the shifting landscape of the semiconductor market. She analyzes the implications of DeepSeek on giants like Nvidia and AMD's recent downgrade. Awad discusses Palantir's performance and the fundamentals driving stocks versus market hype. She emphasizes the importance of understanding supply and demand in current investment strategies, offering insights into three promising semiconductor companies amidst geopolitical challenges.