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Know when to hold 'em and when to fold 'em - Investing Experts | Wave AI Podcast Notes

← Investing Experts

Investing Experts

Know when to hold 'em and when to fold 'em

May 5, 2026·00:36:32

Steven 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)...

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