Alex Sherman

What Alex Sherman has said on podcasts

7 statements

1. on Semiconductor stocksPositiveOct 23, 2026· Halftime Report

   The semiconductor correction is worth buying into.

   “this is a correction that's worth taking advantage of.”

   Listen at 8:48

   Open the episode · Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
2. on Technology investor positioningNegativeOct 23, 2026· Halftime Report

   Technology investor positioning has become excessively bearish.

   “The positioning has already gone too far to the negative.”

   Listen at 10:06

   Open the episode · Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26
3. on Anthropic IPO and OpenAI funding roundPositiveOct 23, 2026· Halftime Report

   Anthropic IPO and OpenAI funding would revive the AI trade.

   “if Anthropic actually does go public before the end of November and if OpenAI closes this 30-ish billion dollar funding round, those two things happen and it erases this worry about is the funding out there and the trade's back on when that happens.”

   Listen at 10:24

   Open the episode · Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

• Oct 23, 2026AI spending fears collide with oil shocks and defensive stocksClosing BellOct 23, 2026Guest
• Oct 23, 2026Investors debate whether AI weakness signals a broader risk-off turnHalftime ReportOct 23, 2026Guest
• Oct 22, 2026AI funding fears rattle tech stocks and revive bubble debateClosing BellOct 22, 2026Guest