The AI hardware trade is in a tailspin. In the last five trading days, Nvidia is down 8.5 percent, AMD off 8.6 percent, and Broadcom has dropped 16 percent. Even a stalwart like TSMC is off 5 percent. Lucas and Luna dig into what's behind the rout: shifting expectations from training to inference, rising competition from custom chips, and the emerging fear that hyperscaler CapEx might peak sooner than the market priced in. They look at a key signal from the SOXX semiconductor index, down 5.6 percent this week, and ask whether the AI trade has finally topped out. Specific numbers, concrete names, no hand-waving. This episode is for anyone who owns AI hardware stocks or is wondering whether the AI buildout is still underappreciated.

#Nvidia #AMD #Broadcom #AIHardware #SemiconductorStocks #Inference #CustomChips #HyperscalerCapEx #SOXX #TechSelloff #ArtificialIntelligence #DeepLearning #GPU #ASIC #MachineLearning #StockMarketCrash #FexingoBusiness #BusinessPodcast

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