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Which podcasts are discussing SMH?
3 ATTRIBUTED IDEAS · 3 EPISODES · 3 SHOWS
The shows
Animal Spirits
CNBC Fast Money
The Compound and Friends
Where the discussion went deepest
4 AUG1W AGOTHE COMPOUND AND FRIENDS · 05:00
Semiconductor sell-off was a margin call, not a sector thesis
“The hosts argued the recent sharp decline in semiconductor stocks was driven by a concentrated hedge fund margin call, not a broad-based sector sell-off, explaining the divergence from typical market patterns.”
Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call
In depth · 4/5Verify in source →
3 AUG1W AGOCNBC FAST MONEY · 05:00
Software rotation from semis on AI monetization
“The desk argued that software stocks (IGV) are seeing a rotation from semis (SMH) as earnings from hyperscalers like Microsoft and Amazon show a clearer path to AI monetization and reassure on growth.”
Software Leading a Market Rally… And What To Expect from Yen Intervention. 8/3/26
In depth · 4/5Verify in source →
5 AUG1W AGOANIMAL SPIRITS · 27:00
Record ETF inflows driven by AI theme
“The hosts observed that equity ETF inflows in 2026 are at a record-shattering level, likely driven by concentrated flows into AI and semiconductor-themed funds.”
When Genius Failed, Again (EP. 476)
Substantive discussion · 3/5Verify in source →
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