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Emmet

๐Ÿ‘ค Speaker
864 total appearances

Appearances Over Time

Podcast Appearances

Stock Club
#311: Are We in an AI Bubble?

And I never heard of a melt up or an upside crash, but that kind of captures the mood of market watchers and measures and statistics like that.

Stock Club
#311: Are We in an AI Bubble?

And interestingly to me, but not shockingly,

Stock Club
#311: Are We in an AI Bubble?

the semiconductor sector is where the extremes are the most vivid.

Stock Club
#311: Are We in an AI Bubble?

Did you know there's a Philadelphia Semiconductor Index?

Stock Club
#311: Are We in an AI Bubble?

Did you ever hear of it?

Stock Club
#311: Are We in an AI Bubble?

It's known, neither did I before I researched this, by the way, but it's known as SOX, S-O-X.

Stock Club
#311: Are We in an AI Bubble?

And it was up...

Stock Club
#311: Are We in an AI Bubble?

nearly 40% in the single month of April, and it's up 160% year on year, which kind of gives a very good macro view of what a profound impact the semiconductor market has had on the overall market.

Stock Club
#311: Are We in an AI Bubble?

And these numbers, whether you're up 40% in April or 160% year on year, are so extreme.

Stock Club
#311: Are We in an AI Bubble?

They are the most extreme for that index since the year 2000, and that comparison

Stock Club
#311: Are We in an AI Bubble?

Any mention of the year 2000 will make anybody my own age or like you well-read on the market sit up straight because we don't like year 2000.

Stock Club
#311: Are We in an AI Bubble?

It was the dot-com bubble.

Stock Club
#311: Are We in an AI Bubble?

It ranked number one on something we were talking about.

Stock Club
#311: Are We in an AI Bubble?

Right.

Stock Club
#311: Are We in an AI Bubble?

Just nuts.

Stock Club
#311: Are We in an AI Bubble?

Do you remember David Gardner was on the podcast?

Stock Club
#311: Are We in an AI Bubble?

He said, what goes up must go upper.

Stock Club
#311: Are We in an AI Bubble?

Well, that's the perfect example.

Stock Club
#311: Are We in an AI Bubble?

I mean, it's up 600% since we were kind of lampooning its, its meteoric rise in the preceding months.

Stock Club
#311: Are We in an AI Bubble?

I've heard of AXD.