The AI Semiconductor Boom and What Could End It with Stacy Rasgon | The Real Eisman Playbook Ep 63
About this episode
Steve Eisman interviews Stacy Rasgon about the AI semiconductor boom and potential factors that could derail it.
On episode 63 of The Real Eisman Playbook, Steve Eisman sits down with Stacy Rasgon, semiconductor analyst at Bernstein, to break down the AI semiconductor boom that has sent the sector up 60% year to date. They explain who is winning, who is playing catch-up, and they close with the most important question in markets right now: what would actually have to happen to derail this boom? 00:00 - Intro 02:17 - What's Happened in the Last 7 Months? 06:02 - Nvidia & GPU vs CPU 19:46 - Michael Burry's Argument 22:29 - AMD 27:50 - Intel 32:38 - Broadcom & Qualcomm 39:06 - ASML, Lam, KLA, & Other Companies 42:27 - What Could Derail the Boom? 50:24 - Power 52:27 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily…
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