Sara Awad from Tech Contrarians explains tech dynamics, geopolitical factors and increased investor scrutiny (0:35) Memory and storage: Micron, AMD, Nvidia, Google update (9:20) Energy through the lens of AI (20:00) Super Micro scandal, China chips (23:10)

Show Notes:
Tech Tug Of War: Fear Vs. Greed
AI, chip stocks jump as Trump hints at ending Iran war within weeks

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