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Which podcasts are discussing KLAC?
10 ATTRIBUTED IDEAS · 9 EPISODES · 7 SHOWS
The shows
Animal Spirits
Monetary Matters with Jack Farley
Real Vision Daily Briefing
Bloomberg Surveillance
Excess Returns
Prof G Markets
The Compound and Friends
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 →
7 APR7 APRTHE COMPOUND AND FRIENDS · 12:30
Market rotation from asset-light growth to asset-heavy value
“The speakers argued a significant rotation is underway, with money flowing out of popular, asset-light growth stocks and into physical, asset-heavy industrial and commodity companies.”
Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Core thesis · 5/5Verify in source →
15 JUL15 JULBLOOMBERG SURVEILLANCE · 09:55
6 JUL6 JULANIMAL SPIRITS · 02:22
AI trade expands into memory and infrastructure
“The AI market rally is broadening beyond primary GPU makers into memory chips, storage, and underlying infrastructure components.”
Talk Your Book: How SpaceX Got Into the Nasdaq 100
In depth · 4/5Verify in source →
3 JUL3 JULEXCESS RETURNS · 15:18
Fab Five semiconductor equipment makers capture AI profits
“The semiconductor supply chain's key bottleneck lies in chip manufacturing capacity, shifting AI investment profits from chipmakers and hyperscalers directly to equipment suppliers.”
Semis Gone Parabolic. Fed Credibility Reversal. Can the Rally Survive the Flows?
In depth · 4/5Verify in source →
29 JUN29 JUNPROF G MARKETS · 06:15
AI hardware rotation shifts beyond mega-cap tech
“Market leadership within the AI build-out is rotating out of hyper-scaler tech platforms and into silicon, memory, and infrastructure hardware providers whose near-term cash flows benefit directly from data-center expansion.”
This Market Is Directionless (And That Should Scare You)
In depth · 4/5Verify in source →
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