The AI Chip Bubble: Why South Korea & Taiwan Are In the Danger Zone | Michael Fritzell | Asian Century Stocks
Other People's Money with Max WietheShow Notes
In this episode of Other People’s Money, host Max Wiethe sits down with Michael Fritzell, author of Asian Century Stocks, to break down the massive valuation divergence playing out across Asian equity markets. Michael explains why he believes the skyrocketing AI and memory chip sectors in South Korea and Taiwan have entered dangerous bubble territory, fueled by unsustainable profit estimates that ignore looming Chinese supply. Instead of chasing the tech hype, he highlights the massive upside hidden in overlooked South Korean small caps and Japanese growth stocks that are trading at single-digit multiples despite solid fundamentals. Tune in to discover how corporate governance reforms, insider buying trends, and a forming "New Cold War" are creating the ultimate stock-picker's market.
Read Asian Century Stocks: https://www.asiancenturystocks.com/
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Timestamps:
00:00 Korea Chip Bubble Warning
00:42 Why Asia Diverges Now
02:26 AI Mania Hits Korea
04:37 Bubble Case for Memory
06:40 China Supply Response
09:18 Memory Versus Logic Chips
11:33 Speculation on the Ground
13:41 Western Investors Pile In
15:44 Japan Reforms and Yen Boom
18:26 Korea Governance Fixes
24:20 Korea Small Cap Hunting
25:45 K Beauty and Cultural Exports
30:52 Finding Ideas Before The US
31:57 Nintendo Versus Memory Costs
33:19 Nintendo Release Drought
35:36 Switch 2 Execution Questions
37:39 Family Console vs Roblox
38:25 Iran War Energy Shock
41:50 India & China Underperformance
45:17 China Crackdowns Risk
50:42 The China Gray Zone Trade
54:25 New Cold War Lines
56:54 Hunting Value Across Asia
01:02:19 Reforms and Value Programs
01:04:06 How Much to Allocate to Asia
01:07:41 Where to Follow Michael
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This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here: https://sarmayaetf.com/
This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here: https://sarmayaetf.com/
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