Software vs. Semis: The Next Battle in AI | Protect the Pile Episode 26

Visit HedgeyeAM.com for more info 00:00 – A Strange Market Near All-Time Highs 05:20 – Market Rotation, Narrowing Breadth & Investor Positioning 07:30 – Why Oil Is Driving Everything Right Now 13:50 – When High Energy Prices Become Demand Destruction 17:30 – Software vs. Semiconductors: The Momentum Battle 23:10 – Can Software and Semis Rally Together? 28:10 – The AI Safety Narrative & Push for Regulation 34:00 – Are AI Expectations Getting Ahead of Reality? 39:20 – Meta, Apple &...