wingedwolf/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Steve Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; when to hold and when to sell (17:45) Nvidia valuation (21:30) Willdan Group problems (23:40) Transcript Rena Sherbill: Steve Cress , Seeking Alpha's Head of Quant. Always great to have you on Investing Experts. Welcome back to the show. Steve Cress: Thank you so much for having me. I always appreciate you preparing this for us. Rena Sherbill: Always appreciate you coming on. As I mentioned last time you were on, you are going to be on, you have been on monthly. So if anybody has any questions or anything they'd like to highlight, please hit us up in the comments and drop us a question. So that is what we are going to be doing today is I'm going to be asking some questions that commenters have left on our previous episodes and seeing where we get to.…