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

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 OpportunityReddit: Buying The Underdog For Its Pace Of GrowthPalantir: A Favorable Mix Of Pro-AI And Anti-ChinaMeta Platforms: DeepSeek Works In Its Favor, Not Against It - A Tech FavoriteRead episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions