The Most Hated Sector Is Where the Value Is

Podcast: The Noble Update Podcast · George Noble

Opublikowano: 2026-10-23

All it takes to break the AI picks and shovels trade is order growth slowing from 30% to 15%. That's STILL double-digit growth, but the stocks can get crushed anyway. My friend Peter Boockvar joined me, and he thinks this is gut check time for the whole trade: * The warning lights already flashing on the AI dashboard, from Chinese chipmakers to scrapped data center IPOs * Why the memory chip boom peaked within weeks of a Chinese rival going public * The credit market pricing a 55% chance that one AI darling...