Semiconductor Sell-Off: Buy the Dip or Stay Away? | Joe Besecker & Rhys Williams Debate AI's Next Move

About this episode

The episode features a debate on whether to buy semiconductor stocks amid a sell-off, with insights on market sentiment and geopolitical risks.

Has Wall Street overreacted to the semiconductor sell-off, or is there more downside ahead? On this episode of ⁠Wayve Wire⁠, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for a spirited debate over one of the market's biggest questions: Is now the time to buy AI and semiconductor stocks, or should investors wait for an even deeper correction? While Rhys argues the recent weakness is driven more by sentiment than deteriorating fundamentals—drawing comparisons to historic technology pullbacks—Joe believes investors should remain patient as leverage unwinds and market volatility continues. The discussion also explores South Korea's dramatic market turmoil, where Samsung and SK Hynix dominate the KOSPI, triggering widespread margin calls among leveraged retail investors. Could similar risks be quietly building inside U.S. markets? Plus, the panel examines rising crude oil prices, geopolitical risks in the Middle East, the outlook for energy infrastructure investments, and why diversification may matter more than ever during earnings season. • Is the semiconductor correction creating a buying opportunity? • AI…

People in this episode

Host: Todd M. Schoenberger

Guests: Joe Besecker, Rhys Williams

Topics covered

• semiconductor market
• AI investment
• market volatility
• South Korea market turmoil
• energy infrastructure
• diversification strategies

Keywords

• semiconductor sell-off
• buy the dip
• AI stocks
• market correction
• South Korea margin calls
• energy prices
• diversification

Mentioned in this episode

Organizations: Wayve Capital, Samsung, SK Hynix

Places: South Korea, U.S., Middle East

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