Zortix matched this thesis to Semiconductors ETFs as one way for retail investors to get exposure. Not a recommendation.
AI semiconductor cycle: easier returns over, bottlenecks persist
The guest argued the easiest returns from the AI semiconductor trade are over, but the cycle likely has further to run due to persistent bottlenecks.
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The Callback
US Treasury yields headed to 10%
30 weeks between these two statements.
The guest argued the AI build-out is a generational platform shift, likely only in the third or fourth inning, with strong fundamentals supporting a multi-year cycle.
The guest argued the easiest returns from the AI semiconductor trade are over, but the cycle likely has further to run due to persistent bottlenecks.