{"podcast":{"title":"The Real Investment Show Podcast","slug":"the-real-investment-show-podcast-500742","podcast_index_feed_id":500742,"rss_url":"https://lancerobertsshow.libsyn.com/rss","website_url":"http://soundcloud.com/the-lance-roberts-show","image_url":"https://static.libsyn.com/p/assets/0/f/1/6/0f169eadb8debb51d959afa2a1bf1c87/1400_x_1400_Logo_for_iHeart.png","author":"The Lance Roberts Show","episode_count":3360,"summary":"It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.","last_synced_at":"2026-07-17T20:17:47.954832+00:00","page_url":"https://stenobird.com/podcast/the-real-investment-show-podcast-500742"},"episode":{"title":"5-28-27 Is the Semiconductor Trade Going Too Far?","slug":"5-28-27-is-the-semiconductor-trade-going-too-far","published_at":"2026-05-28T16:26:00+00:00","page_url":"https://stenobird.com/podcast/the-real-investment-show-podcast-500742/5-28-27-is-the-semiconductor-trade-going-too-far","show_page_url":"https://stenobird.com/podcast/the-real-investment-show-podcast-500742","url":"https://lancerobertsshow.libsyn.com/5-28-27-is-the-semiconductor-trade-going-too-far","audio_url":"https://traffic.libsyn.com/secure/lancerobertsshow/5-28-27_Is_the_Semiconductor_Trade_Going_Too_Far.mp3?dest-id=797352","summary":"Semiconductor stocks continue to dominate market leadership as AI spending, data center demand, and investor enthusiasm push valuations higher. But is the semiconductor trade becoming dangerously overcrowded? Lance Roberts & Michael Lebowitz examine whether the current AI-driven semiconductor boom is sustainable or if markets are entering another phase of excessive speculation. We discuss narrow market breadth, concentration risk inside major indexes, memory chip pricing, Korea's growing importance in the global semiconductor supply chain, and whether investor optimism is outrunning economic reality. Here's a topical rundown of today's show: 0:00 - INTRO 1:02 - End of Quarter prep; Triton Joins $-Trillion Club 5:59 - Market Driver Primarily Technology 12:05 - Semiconductor Commentary 18:01 - 15 Trading Rules info 19:18 - PCE Price Index Preview 23:03 - U.S. Economy Continues to Accelerate 27:27 -How Does Divergence in Oil Prices Resolve? 29:26 - Market Complacency on Resolution in Iran 31:22 - Dispersion Index - Fragile/Stable vs Ripe for Rotation 33:16 - AI Impact on Economy - Bullish vs Bearish cases 35:43 - AI & the Engels Pause 37:45 - What New Jobs Will AI Generate? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/XB3W7awMDZk ------- Articles Mentioned in Today's Show: \"15 Investing Rules To Win The Long-Game\" https://realinvestmentadvice.com/resources/blog/15-investing-rules-to-win-the-long-game/ \"AI Productivity And Innovation: Prosperity Or Engels Pause?\" https://realinvestmentadvice.com/resource…","meta_description":"Semiconductor stocks continue to dominate market leadership as AI spending, data center demand, and investor enthusiasm push valuations higher. But is the…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2491,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-real-investment-show-podcast-500742/episodes/5-28-27-is-the-semiconductor-trade-going-too-far/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-real-investment-show-podcast-500742/5-28-27-is-the-semiconductor-trade-going-too-far.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}