OVER DEZE AFLEVERING
John Freeman and Melissa Armo dissect the volatile AI trade, with Freeman championing semi-cap equipment names like ASML Holding (ASML) and Lam Research (LRCX) for advancing Moore's Law. Armo fears a market crash if the chip sector falters and points to potential regulatory intervention over liability concerns. Both debate AI regulation—Freeman calling for AI-based management of AI—while Armo sees upside for Nvidia (NVDA) and SanDisk (SNDK) into fall earnings, and Freeman highlights high-bandwidth memory plays like Micronics and Technoprobe.
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