Chip bubble calls, AI demand denial, semiconductor selloffs, prediction market hype, and the tippy-top trap. Lou Basenese takes on the insane idea that we’re already near the end of the AI chip cycle – when the world has never seen a technology demand curve like this before.

In this episode, Lou breaks down why AI chip demand is still early, why every serious semi dip deserves attention, and why iShares Semiconductor ETF (SOXX) remains the simplest way to stay exposed without overthinking it and over-investing in Nvidia (NVDA) or Micron (MU).

Plus, Lou revisits his raw and personal conversation with Louis Ruggiero and the data behind Phil Rosen of ProCap Financial’s conviction the current bull market might have years left to run. He wraps it all up with Dodd and rapid-fire takes on SoftBank’s AI conviction, Big Tech’s AI spending, productivity gains, semiconductor earnings strength, and the next great speculative temptation.