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

This podcast features an interview with Sara Awad of Tech Contrarians, focusing on her contrarian perspective on the tech market in February 2025. The discussion covers her firm's analysis of several companies, including a negative outlook on AMD due to lagging fundamentals and an assessment of Nvidia's near-term safety despite the emergence of DeepSeek's lower-cost AI model. Awad highlights the importance of separating hype from fundamentals in tech investing, emphasizing the need to understand supply and demand dynamics. She also discusses her bullish stance on certain semiconductor companies like ASML, due to their market dominance and long-term growth prospects. Finally, she advises investors to be wary of AI-related hype cycles and to prioritize fundamental analysis for long-term success.