Episode Details

Is the market’s AI trade finally losing momentum—or is the latest semiconductor weakness simply a healthy reset before the next move higher?

On this episode of ⁠Keith’s Corner⁠, host ⁠Todd M. Schoenberger⁠ sits down with Keith Schneider, CEO and Co-Founder of ⁠MarketGauge.com⁠, to break down a market undergoing an important rotation. Semiconductors and the Nasdaq 100 are under pressure, biotech is gaining momentum, bond yields remain elevated, and money continues moving toward gold, silver and other hard assets.

At the center of the conversation is Nvidia. With a major announcement approaching, Keith explains why disappointment could trigger significant selling across semiconductors—and potentially the broader technology sector. But he also cautions against declaring the AI trade dead. Longer-term technical trends remain intact, and Keith explains why investors need to distinguish between a normal correction and a genuine breakdown.

Todd and Keith also examine the emerging biotech opportunity, including AI’s potential impact on drug development and renewed attention surrounding cancer-vaccine research. Keith explains why he currently prefers diversified biotech exposure through indexes and ETFs such as IBB rather than attempting to pick individual winners in an exceptionally volatile industry.

Then there’s the extraordinary move in precious metals. With bullish forecasts for gold becoming increasingly aggressive, Keith discusses whether gold can continue climbing, why silver may still be relatively inexpensive, and what the migration toward commodities—from metals to copper and soft commodities—could be telling investors about inflation, currencies and risk.

And throughout the conversation, Keith returns to one principle that matters regardless of the asset: managing the trade means managing the risk.

Is Wall Street witnessing the beginning of a major rotation out of semiconductors—or just another opportunity to buy the AI pullback?

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