Markets · theme
Semiconductors
What podcast experts are calling on the semiconductors, one vote per expert, each linked to the episode it was said in.
Experts with a view
Benchmark
The experts' calls
Each expert's current view: the side of their latest day's calls in the last 30 days, newest first.
Ed Elson · Prof G Markets
bearish“the next chapter in the story is... they're going to buy fewer chips.”
Oct 21, 2026 · Episode
Matt Stuckey · Bloomberg Surveillance
bullish“it continues to be in the infrastructure side and specifically semiconductors.”
Oct 21, 2026 · 3 calls that day · Episode
48 more expert calls on Semiconductors
Signals Pro shows every expert's current call on every theme: who is bullish, who is bearish, their words and the episode they said it in.
See ProPodLume Signals is a structured record of opinions expressed on podcasts, attributed to the speaker who voiced them. It is not investment advice, not a recommendation to buy or sell any security, and no statement here is verified for accuracy. Outcome verdicts are a mechanical comparison of an instrument's price move against a benchmark over a fixed window and say nothing about future performance.