tang90246/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Sara Awad from Tech Contrarians discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6:30) Marvell and Broadcom (11:30) Micron, Credo, AMD, Intel, Arm, Apple (14:00) Nebius' sweet spot (33:30) Fundamentals over everything (36:50) Transcript Rena Sherbill: Sara Awad from Tech Contrarians, always great to have you on Investing Experts. Welcome back to another show. Tech Contrarians: Thanks so much, Rena. It's great to be here. It's great to also be on the show in such a special moment for the semiconductor industry and tech more broadly. Rena Sherbill: Absolutely. And I think it's always very edifying for us as an audience, for me as a host to get your perspective on the tech space, always a lot going on in recent years. So talk to us about what you're thinking about in this moment, middle of May 2026. What are you most focused on?…