Podbit · Excess Returns
The bull case for AI semis is that AI demand has made the business non-cyclical. History disagrees. Memory manufacturers have all the characteristics of commodity businesses. SK Hynix and Micron may look cheap on trailing PE before the cycle turns — which is exactly when they are the most dangerous to own.
Where this was said
At 24:50 · chapter starts 23:34
Ben Inker applies commodity cycle logic to AI semiconductors, warning that SK Hynix and Micron may look cheap on trailing PE at the peak of the AI cycle but prove to be poor investments [1] — Ben Inker "The bull case for AI semis is that AI demand has made the business non-cyclical. History disagrees. Memory manufacturers have all the chara…" 24:50 .
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