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Michael Batnick

๐Ÿ‘ค Speaker
1852 total appearances

Appearances Over Time

Podcast Appearances

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

Well, that is an awfully high bar.

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

And if you get 36, the market will crash.

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

We have so many stuff later in the show.

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

What would you say the probability, zero to 100%, 100% being certainty,

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

That this group of semis, SanDisk and the like, will experience a 40% correction.

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

I do say correction, not crash.

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

Because even in a 40% decline, these things will still be in a healthy uptrend.

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

The likelihood of a 40%... Well, I mean, whatever.

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

It is a crash, but whatever.

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

40% decline over the next 12 months in this group.

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

Okay.

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

Do I think I know what the trigger is?

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

What do I think you think I think the trigger is?

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

Well, what was the trigger between?

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

How about this?

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

Micron fell 30% after reporting the best earnings ever last quarter.

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

What was the trigger?

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

Doesn't.

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

All right.

The Compound and Friends
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

So what do you think the trigger is going to be?