On TCAF this week, Josh Brown and Michael Batnick spoke with returning guest Jan van Eck, CEO of VanEck. They discussed whether the AI boom is just getting started, why Nvidia may be evolving from a hyper-growth stock into a true blue chip, how SMH became one of the most important semiconductor ETFs in the market, and what rising long-term interest rates could mean for stocks. (Listen)

Speaking of AI, recent TCAF guest Kai Wu of Sparkline Capital published a new research report this week, AI Disruption: Moats and Value Traps. He looks at why intangible value is an important factor in distinguishing durable businesses vs. value traps.

Semiconductor and software stocks used to trade alike. Then the launch of ChatGPT changed everything. Matt Cerminaro at Chart Kid Matt takes a look at how this has played including a steep drop in the correlation between these two big tech sectors.

Spring is here and the sun is out. Grab a Compound trucker hat to keep the sun out of your eyes. Check out all our cool merch at idontshop.com.

Next week on TCAF, Josh and Michael will be joined by Denise Chisholm, Director of Quantitative Market Strategy at Fidelity Investments.