05/20/2026
ποΈ New Pickers Market episode is live β and this week we're talking chips.
Semiconductors now make up 18% of the S&P 500 and have investors asking: is this the biggest opportunity of our generation, or the most expensive one?
Episode 106 breaks down the $1.3 trillion semiconductor boom β AI chip demand, GPU shortages, memory price explosions, and what NVIDIA's earnings tonight could mean for the whole trade.
Tyler, Keith, and John also share why they're currently underweight semiconductors even as the sector keeps running, and what valuation and concentration risk signals they're watching.
Whether you own chip stocks or just want to understand what's driving the market right now, this episode has the answers.
π§ Listen now:
This week, we break down the semiconductor surge that has Wall Stre...