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Which podcasts are discussing AMAT?
17 ATTRIBUTED IDEAS · 16 EPISODES · 11 SHOWS
The shows
Monetary Matters with Jack Farley
Motley Fool Money
Animal Spirits
CNBC Fast Money
Bloomberg Surveillance
Excess Returns
Goldman Sachs Exchanges
Prof G Markets
The Business Brew
Thoughtful Money
WSJ What's News
Where the discussion went deepest
22 JUN22 JUNANIMAL SPIRITS · 02:40
AI supply chain constraints create multi-year duration
“The portfolio manager argued that the AI build-out faces severe multi-year supply chain bottlenecks across semiconductors, power, and equipment, preventing a bubble and extending the duration of high earnings growth.”
Talk Your Book: AI Is Not a Bubble
Core thesis · 5/5Verify in source →
20 JUN20 JUNMONETARY MATTERS WITH JACK FARLEY
Memory stocks overly discounted despite structural supply constraints
“The speaker argued that memory stocks trade at depressed multiples because the market incorrectly anticipates an imminent cyclical downturn, ignoring physical supply bottlenecks.”
Jim Chanos & Val Zlatev: Long and Short Alpha in AI, Semiconductors, Neoclouds, and Data Centers
Core thesis · 5/5Verify in source →
26 MAY26 MAYCNBC FAST MONEY · 05:00
Memory stocks re-rated as secular, not cyclical
“The bull case argued for memory chipmakers like Micron is that AI demand has created a structural, long-term shift, justifying a re-rating away from traditional cyclical commodity valuations.”
Micron’s Massive Move To New Heights… And Opportunity Despite Record Highs 5/26/26
Core thesis · 5/5Verify in source →
10 DEC10 DEC 2025GOLDMAN SACHS EXCHANGES · 25:00
Semiconductor choke points: ASML, TSMC, US toolmakers
“Paul Triolo identified three critical choke points in the advanced semiconductor supply chain: ASML's EUV lithography tools, advanced etching equipment from US/Japanese firms, and TSMC's dominant foundry model.”
The US-China Tech Race · with Allison Nathan
Core thesis · 5/5Verify in source →
18 JUL4W AGOTHOUGHTFUL MONEY
Broadening market rotation beyond semiconductor high-flyers
“The speaker argued that money is rotating out of overextended momentum semiconductor stocks into defensive, value, and broader market sectors rather than leaving equities for cash.”
Market Correction Risk Rising As Midterm Madness Approaches · with Thoughtful Money's
In depth · 4/5Verify in source →
15 JUL15 JULBLOOMBERG SURVEILLANCE · 09:55
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