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semis

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 23, 2024 by Dan Ives · across every show →

Everything said about semis, oldest first

Oct 23, 2024 bearish
Prediction Didn’t hold up
Ives: Trump victory will initially hurt AI trade, Apple, and Tesla
“Trump gets in, if he gets in, It is very negative for the AI trade. Initially, semis, tariffs, retaliatory for Apple, Tesla.”
Dan Ives Oct 23, 2024 ▶ 26:56 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Apr 8, 2025 bullish
Prediction Open · timeframe Apr 2033
Parker: Semiconductors will grow 5% to 8% above GDP over 10 years
“Semis grew about two percent above GDP for 30 years. I think they're gonna grow something like five to seven to eight percent above GDP, you know, if you look at the last two years, say, through the next eight.”
Adam Parker Apr 8, 2025 ▶ 4:30 Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
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