📈The AI trade and the semiconductor market have more room to run.
🖥️The current AI boom is comparable to the expansion of the semiconductor market with the advent of the internet.
🎉The AI party is expected to continue, but semiconductors are cyclical and a downturn will eventually come.
💡Memory, specifically dram, is the next focus in the AI market, with Micron being the top pick.
💰Broadcom's announcement on Thursday is expected to be a positive catalyst for the AI market.
Is there a bubble in the AI trade?
—Semiconductor expert Chris Dley believes there is still more room to run in the AI trade and compares it to the expansion of the semiconductor market 25 years ago.
Are semiconductors cyclical?
—Yes, semiconductors are cyclical, and a downturn will eventually come.
What is the next focus in the AI market?
—Memory, specifically dram, is expected to be the next focus in the AI market.
What is Chris Dley's top pick in the semiconductor market?
—Micron is Chris Dley's top pick in the memory space of the semiconductor market.
What is the expected catalyst for the AI market?
—Broadcom's announcement on Thursday is expected to be a positive catalyst for the AI market.
00:00The AI trade and the semiconductor market still have more room to run.
01:09Semiconductors are cyclical, but there is no end in sight for the AI party.
02:45Memory, specifically dram, is the next focus in the AI market.
03:15Micron is the top pick in the memory space.
03:19Broadcom's announcement on Thursday is expected to be a positive catalyst for the AI market.
