Semiconductor Sell-Off: Buy the Dip or Stay Away? | Joe Besecker & Rhys Williams Debate AI's Next Move

Has Wall Street overreacted to the semiconductor sell-off, or is there more downside ahead? On this episode of Wayve Wire, host Todd M. Schoenberger is joined by Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for a spirited debate over one of the market's biggest questions: Is now the time to buy AI and semiconductor stocks, or should investors wait for an even deeper correction? While Rhys argues the recent weakness is driven more by sentiment than deteriorating fundamentals—drawing comparisons to historic technology pullbacks—Joe believes investors should remain patient as leverage unwinds and market volatility continues. The discussion also explores South Korea's dramatic market turmoil, where Samsung and SK Hynix dominate the KOSPI, triggering widespread margin calls among leveraged retail investors. Could similar risks be quietly building inside U.S. markets? Plus, the panel examines rising crude oil prices, geopolitical risks in the Middle East, the outlook for energy infrastructure investments, and why diversification may matter more than ever during earnings season. • Is the semiconductor correction creating a buying opportunity? • AI investment outlook and the next phase of the chip cycle • Why Joe Besecker remains cautious on semiconductor timing • Rhys Williams' case for gradually adding AI exposure • South Korea's margin call crisis and lessons for U.S. investors • Robinhood, leverage and retail investor risk • Oil prices, the Strait of Hormuz and energy market outlook • MLPs, life sciences and alternative investment opportunities • How earnings season could reshape market leadership Whether you're investing in AI, semiconductors, energy, or simply trying to navigate today's volatile markets, this episode delivers valuable insights from two experienced portfolio managers with different perspectives on where Wall Street may be headed next. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #WayveWire #WayveCapital #JoeBesecker #RhysWilliams #ToddSchoenberger #Semiconductors #ArtificialIntelligence #AIStocks #Nvidia #StockMarket #Investing #WallStreet #EarningsSeason #EnergyStocks #OilPrices #MLPs #MarketVolatility #KOSPI #Samsung #SKHynix #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices