The Defiant Gatekeeper predicts that new innovations like full self-driving and humanoid robots will require double or triple the amount of chips from semiconductor companies, extending the current cycle for many years.

The Defiant Gatekeeper plans to sell under three scenarios: major semiconductor or AI companies indicate plateauing or missed revenue/earnings growth, Kevin Warsh fails to convince the Fed for a rate cut, or forward price-to-earnings of semiconductor and Mac 7 stocks reach over 45-50 times.