AI and semiconductor cycle risk in 2-3 years
A bearish risk case was presented: the AI-driven semiconductor spending cycle could peak, leading to negative earnings revisions and significant stock market damage as early as 2028-2029.
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The story so far
CONTESTED · 18 MENTIONS · 16 EPISODES · 11 SHOWS
4 FEB 2026 — 15 AUG 2026 · 2D AGO
10 SUPPORT · 5 CHALLENGE · 2 REPEAT · 1 MENTIONED
- ANIMAL SPIRITS
6 EPISODES BETWEEN · 6 MENTIONS
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
- REAL VISION DAILY BRIEFING
- THE POMP PODCAST
- FORWARD GUIDANCE
- BARRON'S STREETWISE
- REAL VISION DAILY BRIEFING
- THOUGHTFUL MONEY
- AI and semiconductor cycle risk in 2-3 years · THIS IDEA
- REAL VISION DAILY BRIEFING · 2 MENTIONS
- THE COMPOUND AND FRIENDS
- YET ANOTHER VALUE PODCAST
- CNBC FAST MONEY
- MOTLEY FOOL MONEY · 2 MENTIONS
- CNBC FAST MONEY
- CNBC FAST MONEY
- THE POMP PODCAST
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD