Which Semi Supply Names Will Win Through 2026

Tech Contrarians explains the market’s AI obsession, and why fears of a bubble might be premature (1:00). OpenAI’s spending spree (3:20). Big tech’s CapEx surge and what it signals about market anxiety (5:40). Red flags may indicate short-term supply chain hiccups not AI collapse (8:00). AI bubble or deflation? Mid-2026 more likely for major corrections (10:15). AMD, Nvidia & Broadcom (15:30). Intel's turning point (25:40). Why data storage and HBM memory are long-term AI plays (33:50). Opportunities outside AI (36:00).

Episode Transcripts

Show Notes:
AMD: OpenAI Got A Bargain - I Wouldn't Hold Into Earnings
Taking Profits For Yield And Growth With David Alton Clark
Michael Burry to shut down hedge fund

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