The State of AI Investing: Will Semiconductor Stocks Bounce Back?

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Welcome to the Equity Empire podcast! Today we discuss the state of AI. Are semiconductor stocks a good buy right now? When will they bounce back, and should you buy more?

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Timestamps:
Intro 0:00
2:16 John’s Background
4:00 Why Are Semiconductor Stocks Down?
12:18 When Do Investors Buy Back In?
16:25 Where are we in the AI hardware cycle?
30:07 What Will Happen To Nvidia Margins?
44:15 Data Centers Will Be Power Limited
48:37 What Will Cause The Stocks To Reverse Higher?
59:57 The Opportunity The Uncertainty Creates
1:04:14 Why A Diversified Portfolio Is Important
1:10:20 Use This Time To Plan
1:12:08 You Should Hate Some Stocks You Buy
1:16:19 Why Not To Panic and Have Different Accounts
1:22:30 Develop A Thesis
1:26:00 The State of AI