CNBC's "Fast Money" Fast Money 1/6/26
Jan 6, 2026
Tim Seymour, a savvy investor known for his macro insights, joins market commentator Dan Nathan and professional trader Guy Adami to dive deep into the latest market dynamics. They explore the impressive surge of storage stocks driven by AI demand, while debating if these can outpace giants like Nvidia. The team discusses the implications of copper's record highs and its impact on inflation, as well as the potential revival in the IPO market with anticipated listings like SpaceX. Exciting insights and trading strategies all around!
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Episode notes
Storage Stocks Re-Rated By AI Demand
- Memory and storage stocks are being re-rated from commodity multiples to growth multiples amid AI-driven demand.
Don't Chase Short-Squeeze Frenzies
- Avoid chasing hyper-extended cyclical names after massive short-term moves without clear fundamental change.
- Consider favoring diversified semiconductor leaders like Taiwan Semi for steadier exposure.
Geopolitics Tightens Tech And Commodity Premiums
- Geopolitical risk (China–Taiwan; Venezuela) raises strategic premiums on chipmakers and commodity producers.
- Diversification across Korea, Taiwan, and other Asian players can reduce single-country risk.