Osung Kwon

speaker

269 appearances 1 recordings 1 series first heard Aug 2026 last heard 9 Aug

Osung Kwon’s voice in public audio — every appearance, attributed to the second.

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

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WSJ's Take On the Week · How AI Spending Is Fueling the Economy Overall · 9 Aug 2026 podcast

Yeah.

Return on investment.

Yeah.

Because it's now about the sustainability of this catback cycle and the overall monetization of AI.

That I think and and if that's the case, if all if if it's really about RRI of hyperscalers, then I think hyperscalers and semis should be

trading together.

And over the past six months, those two have traded negatively to each other.

So the correlation between the two has been about negative thirty percent.

It's at an all time low.

And we were also looking at the prior investment cycles during shell and during the telecom uh bubble.

And

During both times, the Czech writers and the receivers traded together.

Hm.

So during the Shale Revolution, EMP companies and oil services companies, they traded together.

During the dot com bubble, the telecom company, the spenders and the communication equipment companies, they traded together.

So I think they should start trading together.

I think that's the next phase of this AI cycle.

Yeah, yeah, that's exactly our call.

Um I mean, before the peak in semis in June

It was everyone's consensus when the market was going high, w when the market was soaring every single day, especially in semis.

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