# Chips & Dips: The Semiconductor Trade

Page: https://stenobird.com/podcast/kwm-market-minute-7621832/chips-dips-the-semiconductor-trade
Text version: https://stenobird.com/podcast/kwm-market-minute-7621832/chips-dips-the-semiconductor-trade.md
Podcast: [KWM Market Minute](https://stenobird.com/podcast/kwm-market-minute-7621832)
Published: 2026-05-13T17:54:29+00:00
Episode link: https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/the-semiconductor-trade.mp3
Audio file: https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/the-semiconductor-trade.mp3
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JSON: https://stenobird.com/v1/public/podcasts/kwm-market-minute-7621832/episodes/chips-dips-the-semiconductor-trade

## Resource

Jason discusses how chips are on fire as the semiconductor trade sits at the epicenter of the AI boom, but investors shouldn’t ignore the dips that often follow these winning streaks. He also shares his view on the situation in Iran.

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## Transcript

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