Keith Lerner

speaker

4 appearances 1 recordings 1 series first heard May 2026 last heard 21 May

Keith Lerner’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 — 1 in all, peaking in May 2026 with 1.

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You know, the market is reflecting that it expects a slowdown in that growth, but again, still pretty healthy.

And overall, for the semiconductor industry, I think this just tells you there's still huge demand for compute.

And even though these semiconductor stocks have had a big run and are due for a pause, they're extended.

I think this will just validate that the dominant theme of this bull market that is still very much intact is AI and tech.

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