Veteran Strategist: AI stocks to buy as semiconductors MAKE HISTORY

Описание: Nick Frasse is a product manager at VanEck, where he works on SMH, the largest US-listed semiconductor ETF with over $70 billion in assets. He joins Phil Rosen on Full Signal to discuss the most credible bear case for chips, why AI demand could make semiconductors less cyclical, the bottlenecks slowing the data center buildout, and why software companies with strong moats will likely hold up against AI.

This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/

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TIMESTAMPS:

0:00 - SMH and semiconductor demand
1:16 - Bear case for chips
5:27 - Semis collaborate, not compete
10:16 - Are semis still cyclical?
13:53 - SMHX and fabless chipmakers
15:32 - Asset-light vs. asset-heavy
16:59 - AI buildout bottlenecks
19:49 - Data centers, robotics, and space
21:25 - Grid-to-rack supply chain
22:51 - Financing the AI buildout
24:41 - Is AI killing software?
27:44 - Hyperscalers turning asset-heavy
29:21 - Robotics
30:52 - Follow Nick and VanEck

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