Jason Moser

speaker

1,648 appearances 10 recordings 1 series first heard Sep 2014 last heard 14 Aug

Jason Moser’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 9 in all, peaking in Jul 2026 with 2.

Appearances

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Motley Fool Hidden Gems Investing · Behind Wall Street’s Scorching Quarter · 3 Jul 2026 podcast

If you look at the Philadelphia Semiconductor Index, that was on track for its best quarterly gain on record.

I think it was up close to 90% in the quarter.

And then the iShares-

quarter, the index was up almost 90%.

That's just wild.

It is wild.

And you look at the iShares semiconductor with the ticker there is SOXX, that's up 100% this year, year to date.

And most of those gains came in quarter in the second quarter as well.

So it

Clearly a lot of interest in the chip makers and in the AI infrastructure providers.

And yeah, I think Lou's right.

It seems like that's poised to continue.

I know we kind of keep hearing that drumbeat of when is it going to end?

I just don't think it's going to happen yet.

The enthusiasm is still out there.

And these hyperscalers are poised to continue investing big time capital expenditures.

I think the question we had was with these huge numbers that they're investing in 2026, I think all total, you're talking about like somewhere around like $800 billion or something like that.

Is that going to continue into 2027?

And signs right now, based on what leadership at these companies are saying, signs all point to yes.

Yeah.

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