semi-analyst

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 9, 2026 by Alex Sacerdote · across every show →

Everything said about semi-analyst, oldest first

Jun 9, 2026
Insight
Sacerdote: Semiconductor Analysts Missed AI Boom by Ignoring Foundation Models
“Frankly, if you're just a semi-analyst, so many semi-analysts missed it because They didn't see what was really happening at the foundational model layer.”
Alex Sacerdote Jun 9, 2026 ▶ 59:56 Why the AI Boom Is Just Getting Started · Invest Like The Best
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