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 monthsRecordings per month over the last 12 months — 9 in all, peaking in Jul 2026 with 2.
Appearances
And I think that's, that's very fair.
You know, I start looking at conditions like these with a little bit more trepidation, not to say that,
I'm not investing.
I'm actually always investing.
If nothing else, I'm just putting money in my ETF in my retirement plan.
But when it comes to individual stocks, I start you see that P go way up and the E just isn't quite following it in those multiples.
It's because that's all based on future expectations.
Right.
A lot of these a lot of these leaders are
are painting a picture of really, really high demand going on for some time to come.
But, you know, like Lou was saying there in regard to the chip companies, at some point that demand is going to be filled.
Then what?
Right.
And so I think it's it's difficult to try to time something like that, of course.
And I think honestly, when I look at the chip space, I
I think if you're an investor today and you want exposure to the chip space rather than trying to pick the winner, I really would look at something like, you know, the iShares Semiconductor Index.
It's an ETF we recommended in our trend service.
Wonderful performer.
It gives you instant diversification and plenty of exposure to that one particular space.
And it helps take some of that risk off the table.
Showing 441–460 of 1,648 · page 23 of 83
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