Semiconductors82 SummariesPreview · 82 full summariesOpen in the AppEpisodes — Page 3PodcastBenjamin CowenAug 27NFA Live! Bitcoin's Face-Melting Rally, Bessent's Bond Gamble & Nvidia's AI BoomBitcoinAI InfrastructureSemiconductorsMonetary PolicyInterest RatesCrypto RegulationPodcastThe Real Investment ShowAug 278-27-26 Nvidia Says the AI Boom Is Just Getting StartedArtificial IntelligenceSemiconductorsTechnology StocksCorporate EarningsMarket BreadthEnergy MarketsPodcastThe Real Investment ShowAug 188-18-26 Can You Trust Financial Advice on Social Media?Investment StrategyRisk ManagementTechnology StocksSemiconductorsFixed IncomeReal EstatePodcastAll-In PodcastAug 14Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's ComebackArtificial IntelligenceAI InfrastructureSemiconductorsTechnology StocksEconomic GrowthSupply ChainsSnapBravos ResearchAug 13The Bubble’s Final Phase Has Now BegunSemiconductorsTechnology StocksTechnical AnalysisPodcastAdam Taggart | Thoughtful Money®Aug 11Is A.I. A Massive Lie? | Ed ZitronArtificial IntelligenceAI InfrastructureSemiconductorsMarket ValuationsRecession RiskPrivate CreditPodcastAll-In PodcastAug 8Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AIArtificial IntelligenceAI InfrastructureSemiconductorsTechnology StocksMarket ValuationsNational SecurityPodcastWTFinanceAug 5Chris Vermeulen: A 50% Stock Market Crash Is ComingMarket VolatilitySemiconductorsPrecious MetalsGoldInvestor SentimentRisk ManagementPodcastAll-In PodcastJul 31Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery StoresSemiconductorsArtificial IntelligenceAI InfrastructureMarket VolatilityGeopolitical RiskInterest RatesPodcastThe Monetary Matters NetworkJul 2The Terrifying Truth About Next 5 Years in the Stock Market | Erik YWR on “Reverse Crash” RiskArtificial IntelligenceSemiconductorsMarket VolatilityMarket BreadthMarket ValuationsGeopolitical RiskPodcastThe Real Investment ShowJun 256-25-26 The Micron Report: What's Next for Semi-conductors?SemiconductorsRisk ManagementEconomic GrowthFixed IncomeEnergy MarketsFinancial RegulationPodcastThe Real Investment ShowJun 246-24-26 Q&A Wednesday: What's Really Driving This Market?InflationMarket BreadthSemiconductorsVideoFoFtyJun 24Keep It Simple StupidTechnical AnalysisMarket BreadthSemiconductorsInvestor SentimentCurrenciesGeopolitical RiskPodcastThe Monetary Matters NetworkJun 20Jim Chanos and Val Zlatev on Long/Short Alpha in AI, Semis, & Data Centers | MacroMinds SymposiumArtificial IntelligenceSemiconductorsAI InfrastructureSupply ChainsInvestment StrategyMarket BreadthPodcastOdd LotsJun 20How Substack Creators Are Covering This Strange Markets EraTrade PolicySemiconductorsChinaPodcastThe Real Investment ShowJun 36-3-26 Q&A Wednesday: Markets, Oil, AI, and MoreMonetary PolicyArtificial IntelligenceCrypto RegulationOilSemiconductorsInvestment StrategyPodcastFoFtyJun 3Stop Following the HERD - Move AHEAD of ItArtificial IntelligenceCrypto MarketsSemiconductorsMonetary PolicyEnergy MarketsTechnical AnalysisPodcastThe Real Investment ShowMay 285-28-27 Is the Semiconductor Trade Going Too Far?SemiconductorsArtificial IntelligenceMarket BreadthMarket VolatilityGeopolitical RiskOilPodcastWTFinanceMay 19The Final Melt-Up of a 43 Year Bull Market Continues with David HunterMarket VolatilityTechnology StocksSemiconductorsPodcastThe Real Investment ShowMay 195-19-26 U.S.-Iran Risks You Cannot IgnoreGeopolitical RiskEnergy MarketsMarket VolatilityMonetary PolicySemiconductorsFixed IncomePodcastAll-In PodcastMay 15Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El NiñoArtificial IntelligenceChinaGeopolitical RiskSemiconductorsInvestment StrategyEnergy TransitionVideoBravos ResearchMay 15An Opportunity Like This May Never Appear Again.CommoditiesSemiconductorsTrading StrategiesInflationAI InfrastructureEconomic GrowthPodcastAdam Taggart | Thoughtful Money®May 14Risk Of A "Ferocious" Market Reversal Becoming Increasingly High | Cameron DawsonSemiconductorsMarket BreadthMarket VolatilityInvestment StrategyInterest RatesInflationPodcastThe Monetary Matters NetworkMay 13Lyn Alden on Serious Macroeconomic Consequences of AI & Semiconductor BoomArtificial IntelligenceSemiconductorsLabor MarketWealth InequalityEnergy SecurityGeopolitical Risk1234Our Commentary · Request Removal
PodcastBenjamin CowenAug 27NFA Live! Bitcoin's Face-Melting Rally, Bessent's Bond Gamble & Nvidia's AI BoomBitcoinAI InfrastructureSemiconductorsMonetary PolicyInterest RatesCrypto Regulation
PodcastThe Real Investment ShowAug 278-27-26 Nvidia Says the AI Boom Is Just Getting StartedArtificial IntelligenceSemiconductorsTechnology StocksCorporate EarningsMarket BreadthEnergy Markets
PodcastThe Real Investment ShowAug 188-18-26 Can You Trust Financial Advice on Social Media?Investment StrategyRisk ManagementTechnology StocksSemiconductorsFixed IncomeReal Estate
PodcastAll-In PodcastAug 14Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's ComebackArtificial IntelligenceAI InfrastructureSemiconductorsTechnology StocksEconomic GrowthSupply Chains
SnapBravos ResearchAug 13The Bubble’s Final Phase Has Now BegunSemiconductorsTechnology StocksTechnical Analysis
PodcastAdam Taggart | Thoughtful Money®Aug 11Is A.I. A Massive Lie? | Ed ZitronArtificial IntelligenceAI InfrastructureSemiconductorsMarket ValuationsRecession RiskPrivate Credit
PodcastAll-In PodcastAug 8Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AIArtificial IntelligenceAI InfrastructureSemiconductorsTechnology StocksMarket ValuationsNational Security
PodcastWTFinanceAug 5Chris Vermeulen: A 50% Stock Market Crash Is ComingMarket VolatilitySemiconductorsPrecious MetalsGoldInvestor SentimentRisk Management
PodcastAll-In PodcastJul 31Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery StoresSemiconductorsArtificial IntelligenceAI InfrastructureMarket VolatilityGeopolitical RiskInterest Rates
PodcastThe Monetary Matters NetworkJul 2The Terrifying Truth About Next 5 Years in the Stock Market | Erik YWR on “Reverse Crash” RiskArtificial IntelligenceSemiconductorsMarket VolatilityMarket BreadthMarket ValuationsGeopolitical Risk
PodcastThe Real Investment ShowJun 256-25-26 The Micron Report: What's Next for Semi-conductors?SemiconductorsRisk ManagementEconomic GrowthFixed IncomeEnergy MarketsFinancial Regulation
PodcastThe Real Investment ShowJun 246-24-26 Q&A Wednesday: What's Really Driving This Market?InflationMarket BreadthSemiconductors
VideoFoFtyJun 24Keep It Simple StupidTechnical AnalysisMarket BreadthSemiconductorsInvestor SentimentCurrenciesGeopolitical Risk
PodcastThe Monetary Matters NetworkJun 20Jim Chanos and Val Zlatev on Long/Short Alpha in AI, Semis, & Data Centers | MacroMinds SymposiumArtificial IntelligenceSemiconductorsAI InfrastructureSupply ChainsInvestment StrategyMarket Breadth
PodcastOdd LotsJun 20How Substack Creators Are Covering This Strange Markets EraTrade PolicySemiconductorsChina
PodcastThe Real Investment ShowJun 36-3-26 Q&A Wednesday: Markets, Oil, AI, and MoreMonetary PolicyArtificial IntelligenceCrypto RegulationOilSemiconductorsInvestment Strategy
PodcastFoFtyJun 3Stop Following the HERD - Move AHEAD of ItArtificial IntelligenceCrypto MarketsSemiconductorsMonetary PolicyEnergy MarketsTechnical Analysis
PodcastThe Real Investment ShowMay 285-28-27 Is the Semiconductor Trade Going Too Far?SemiconductorsArtificial IntelligenceMarket BreadthMarket VolatilityGeopolitical RiskOil
PodcastWTFinanceMay 19The Final Melt-Up of a 43 Year Bull Market Continues with David HunterMarket VolatilityTechnology StocksSemiconductors
PodcastThe Real Investment ShowMay 195-19-26 U.S.-Iran Risks You Cannot IgnoreGeopolitical RiskEnergy MarketsMarket VolatilityMonetary PolicySemiconductorsFixed Income
PodcastAll-In PodcastMay 15Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El NiñoArtificial IntelligenceChinaGeopolitical RiskSemiconductorsInvestment StrategyEnergy Transition
VideoBravos ResearchMay 15An Opportunity Like This May Never Appear Again.CommoditiesSemiconductorsTrading StrategiesInflationAI InfrastructureEconomic Growth
PodcastAdam Taggart | Thoughtful Money®May 14Risk Of A "Ferocious" Market Reversal Becoming Increasingly High | Cameron DawsonSemiconductorsMarket BreadthMarket VolatilityInvestment StrategyInterest RatesInflation
PodcastThe Monetary Matters NetworkMay 13Lyn Alden on Serious Macroeconomic Consequences of AI & Semiconductor BoomArtificial IntelligenceSemiconductorsLabor MarketWealth InequalityEnergy SecurityGeopolitical Risk
