Jason Ware

speaker

527 appearances 2 recordings 1 series first heard Apr 2026 last heard 13 Jul

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

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

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The Rundown · How Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware) · 13 Jul 2026 podcast

Hey, thanks for having me.

It's good to be here.

Appreciate you having me back.

I always enjoy this.

You know, not really.

I think we talked about this.

Like you said, it was early April.

So, you know, we were kind of in the

the war in the Middle East.

And I think we had talked about the idea that oftentimes these corrections are very symmetrical in terms of their shape, you know, like a V recovery.

And I believe that we discussed, and I should have watched the last interview before we did this one, just so I can make sure I'm like,

No, you're 100% right.

the end of the day, earnings would be the biggest story of the quarter.

And of course, all of those things proved to be true.

And so I wouldn't say that I was surprised by what happened.

I would say that it was expected.

It's hard to time these things, you know, precisely.

But overall, it sort of went the way that I think we discussed.

We've come a long way from the pandemic lows, March 23 of 2020.

We had a bear market in 22, and then we kind of had a reset of the bull market, which I think sort of began in the early part of the decade, like I said, post-COVID.

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