Warren Housing and AI Trade Troubles

The semiconductor industry, when we started this conversation, is still below its.com peak on a relative basis. Most semis go into PCs and smartphones, and those end markets are still contracting. The AI craze, the hope that the Fed is done raising interest rates, whitewashed Q1, and allowed these hopes and dreams to develop in Q2. It's been good so far, but I think investors just wondering how much longer.