# Deep Dive: Are Chip Stocks in a Bubble?

Page: https://stenobird.com/podcast/the-rundown-6758831/deep-dive-are-chip-stocks-in-a-bubble
Text version: https://stenobird.com/podcast/the-rundown-6758831/deep-dive-are-chip-stocks-in-a-bubble.md
Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831)
Published: 2026-05-09T12:22:42+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Deep-Dive-Are-Chip-Stocks-in-a-Bubble-e3j4e6a
Audio file: https://traffic.megaphone.fm/APO4701008437.mp3
Processing state: processed
JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/deep-dive-are-chip-stocks-in-a-bubble
Duration seconds: 1085

## Resource

In today's deep dive, Zaid breaks down the massive semiconductor rally that has Wall Street drawing comparisons to the dot-com bubble. Chip stocks just had their best month in 26 years, with AMD, Intel, and Micron all more than doubling in 2026. But is this a real supercycle or 1999 all over again? Zaid covers what's driving the surge, why AI demand has spread way beyond Nvidia, some of the biggest winners so far, and whether this rally has room to run or is about to hit a wall. Check out our Sandisk deep dive: [ YouTube ][ Spotify ]

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## Transcript

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