Скачать или смотреть THE $1 TRILLION SILICON WALL: Why Chip Stocks Are Defying Gravity in 2026

Is the AI bubble finally about to burst, or is this the dawn of a $1 Trillion Supercycle? We break down the January 2026 Semiconductor Surge, where Micron (+10%), ASML (+8.8%), and Intel (+7%) hit record highs on the first trading day of the year. We analyze the "OBBBA" Act tax catalysts, the $527 billion hyperscaler capex for 2026, and why Michael Burry is betting against the very rally that just pushed the VanEck Semiconductor ETF (SMH) up another 4%.

The Data Dividend: The 2nm Ramp-up and the "Sovereign AI" Boom
As we enter 2026, the semiconductor industry is decoupling from the traditional silicon cycle. This video analyzes the data behind the $975 billion revenue forecast and why the "Return on Investment" (ROI) for data centers is the most contested metric in finance today.

In this critical analysis, we cover:

The January 2nd "Risk-On" Rally: We detail the anatomy of the New Year's surge. Guided by the "One Big, Beautiful Bill" (OBBBA) Act, which provides permanent R&D credits, chipmakers saw an electric start to 2026. We look at Micron's $307 price target and ASML's $1,164 breakout driven by the 2nm manufacturing ramp-up.

The $527 Billion Capex Wall: We look at the "Hyperscalers" (Microsoft, Amazon, Google). Analysts expect them to spend over half a trillion dollars on AI infrastructure in 2026 alone. We discuss the "Power Crunch"—why a 19GW electricity gap in the U.S. might be the only thing that actually deflates the AI bubble.

The "Inference Era" Shift: 2024 and 2025 were about training models; 2026 is about running them. We analyze why this pivot favors Edge AI (smartphones and PCs), revitalizing legacy markets and pushing global consumer electronics prices up by 20% due to the chip shortage.

The Burry Skepticism: We examine the "Bear Case." Legendary investor Michael Burry has reported short positions on Nvidia and Palantir, claiming that cloud providers are "artificially inflating" profits through aggressive accounting. We analyze the "Construction-in-Progress" loophole being used to bury AI costs.

Sovereign AI & Geopolitics: We conclude with the "Nationalism" factor. With countries in Europe and Asia building domestic AI clusters to ensure data sovereignty, we discuss how "Sovereign AI" demand is creating a permanent floor for semiconductor valuations, even if private sector spending cools.

⏱️ Under 10 Minutes: No Fluff. Just Data.