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Which podcasts are discussing ARM?
11 ATTRIBUTED IDEAS · 11 EPISODES · 8 SHOWS
The shows
CNBC Fast Money
The Julia La Roche Show
Bloomberg Surveillance
Monetary Matters with Jack Farley
Real Vision Daily Briefing
The Alpha Exchange
The Compound and Friends
The Twenty Minute VC
Where the discussion went deepest
25 JUN25 JUNTHE ALPHA EXCHANGE
Topside volatility demand in AI hardware names
“Structured products and leveraged ETFs are driving persistent bid for short-dated topside option volatility in major semiconductor equities.”
David Dredge, Founder and CIO, Convex Strategies · with David Dredge
In depth · 4/5Verify in source →
16 JUN16 JUNTHE COMPOUND AND FRIENDS
SoftBank framed as liquid OpenAI proxy
“SoftBank was presented as a high-leverage proxy for investors seeking exposure to the upcoming OpenAI IPO.”
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade
In depth · 4/5Verify in source →
9 JUN9 JUNCNBC FAST MONEY · 09:55
Semiconductor sector technical breakdown signals further pullbacks
“Carter Braxton Worth and the panel argued semiconductor stocks face further downside technical risk following a parabolic run-up and structural chart cracks.”
A Decline in Chip Stocks Becomes Market Sell-off… Where Tech Sector is Heading 6/9/26
In depth · 4/5Verify in source →
8 JUN8 JUNCNBC FAST MONEY · 08:52
Caution urged on chasing high-pop IPOs
“Historical analysis presented demonstrates that mega-cap or hyped IPOs with massive first-day pops consistently underperform the broader market over six-month to three-year horizons.”
Headlines From Apple’s WWDC… And Will Markets Recover from Recent Pullback? 6/8/26
In depth · 4/5Verify in source →
6 JUN6 JUNTHE JULIA LA ROCHE SHOW
Taking profits on the AI hardware trade
“The guest argued that the momentum-driven AI trade is nearing its end, prompting him to lock in massive gains in hardware and semiconductor names to raise cash.”
#376 Chris Whalen: The Markets Know There's A Problem, Trump Admin Doesn't, Rationing Ahead
In depth · 4/5Verify in source →
20 JUN20 JUNTHE JULIA LA ROCHE SHOW
AI equity bubble faces structural valuation reversal
“Slowing market liquidity and unsustainable year-over-year gains indicate a impending reversal for tech and AI-exposed equities.”
#379 Chris Whalen: The Bond Market Already Hiked, Why Double-Digit Inflation Is Still Ahead, And Kevin Warsh Sets New Tone at Fed · with Mike Saylor
Substantive discussion · 3/5Verify in source →
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