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Sara Awad

From Tech Contrarians, providing analysis of the tech sector. Specializes in identifying contrarian investment opportunities in tech stocks.

Top 3 podcasts with Sara Awad

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23 snips
May 14, 2025 • 37min

Tech stocks - focus on what management isn't talking about

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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Apr 8, 2025 • 27min

Stressful markets, but lots of opportunities in tech

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.
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Feb 13, 2025 • 30min

DeepSeek isn't new, Nvidia concerns, downgrading AMD + 3 semi caps

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.

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