Rick Schafer, an Oppenheimer expert on market dynamics, and Ari Wald, who analyzes the economic impact of AI, dive into the booming semiconductor sector. They discuss how generative AI and 5G are driving the industry forward. Taiwan's crucial role in chip production is examined, along with Nvidia's influence in the AI landscape. They also consider the future of small-cap stocks and the balance of supply and demand, shedding light on potential risks and opportunities within the market.
