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What's Up With Tech?

Investing Experts

Very happy to welcome back Sara Awad from Tech Contrarians and a new podcast she's going to tell you about at some point. Yes. Sara, welcome back to the show. Really great to have you as always. It's always great to be here. It's a pleasure to speak with you, Reena. Thanks for having us on again. It's always great to talk and always great to talk tech, especially, well, I mean, I think I say that every time, especially these days.

But, you know, as questions continue to unfold about the strength of the AI trade and various players, what would you say to investors right now? I think what investors are, I think, dealing with this year is a bit of a tough situation, right? Because it's really been an interesting year. We had Q1 was a bit of a lull and then Q2 was a huge rally with the stocks going up 87%, a little over 87%.

And then Q3 starts, second half of the year begins. And then we have this downturn, right? It's a lot of profit taking, a lot of fear. We switch from this greed sentiment to a fear sentiment. And then we're seeing the market kind of struggle back and forth with it now. And I think last time when we spoke, that was around maybe mid-May. That was essentially mid the entire rally that happened in Q2. And what we were discussing is that, you know, in the rally, everyone looks like a winner, but not everyone's going to come out of a correction as a winner.

What's Up With Tech?

Read the full transcript

The candid version is on a podcast,
not the earnings call.

What's Up With Tech?

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.