--- title: 'Live Trading: New Quarter, Semis, and AI Data Centers' source: 'https://youtube.com/watch?v=rnrooGM9mTE' video_id: 'rnrooGM9mTE' date: 2026-08-09 duration_sec: 280 channel: 'tastylive' --- # Live Trading: New Quarter, Semis, and AI Data Centers > Source: [Live Trading: New Quarter, Semis, and AI Data Centers](https://youtube.com/watch?v=rnrooGM9mTE) ## Summary In this live trading session, hosts Mike Butler and Jamal Chandler discuss the start of a new quarter, the potential for semiconductor stocks to resume their rally or level off, and their personal trading activities. They also share anecdotes from their holiday weekend, including observing a massive data center under construction in Wisconsin, which they cite as evidence of the real-world AI infrastructure buildout. ### Key Points - **Holiday Weekend and World Cup** [00:03] — The hosts discuss their July 4th weekend, including watching World Cup matches, with Mexico's performance being a highlight. They mention the excitement of the games and the fireworks display in Chicago. - **New Quarter Begins** [02:14] — Mikey notes that while there was some trading last week, this week marks the beginning of a new quarter. He is curious to see if semiconductor stocks will continue to be bought aggressively or if there will be a leveling out. - **Personal Trading Activity** [02:40] — Mikey mentions he sold some puts on a couple of tech names, but didn't get carried away, wanting to see what happens. He notes that last week was the second week of selling in tech, mostly semis. - **Massive Data Center Construction** [03:17] — Mikey describes seeing a huge data center being built in Sheboygan, Wisconsin, near water. He emphasizes the scale of the construction as evidence that the AI/data center buildout is real and substantial. - **Eerie Encounter on the Road** [04:00] — Jamal shares a story about driving through Wisconsin and seeing a billboard advertising free wine, leading to a fake town with colorful houses but no people inside, which he found eerie. ## Transcript show. It is Monday, July 6th. I'm Mike Butler. I'm here with Jamal Chandler. Hopefully you all had a good holiday weekend, watch some World Cup. Some of good, man. >> night was crazy. >> Mexico battled to the end. That's all you can really ask for. haven't uh sports bet in a while. I don't know if I've told you this. I've while, but I'm kind of pissed off. Last night would >> I mean, it would have. There was a lot of really good bets to be had, but uh interesting, man. It's getting a lot more fun. Uh the stars are showing up now, that's for sure. Um and then of course we got USA tonight, but uh you know, shout out to Mexico. It was fun watching Mexico play thought they were going to be undefeated in Mexico, but uh looks like England and >> Yeah, I mean, he's been he's been insane, and that game was crazy. Multiple pen- penalty kicks. Just insanity across the board. end, just like giving it their all. That's all That's all you can ever ask >> I know, right? That's all you can ever ask for, man. Uh 4th of July was fun. >> [gasps] >> Do a little lazy river roll down. Uh good times, man. Um we did not buy fireworks this year, but we did see a lot of it, of course. I heard here the fireworks basically from the the Wrigley Field. Is that kind of what happened? >> It's like a huge fog that came over Wrigley Field, but I think it was because the fireworks that happened at Navy Pier, and they did a ton of them. up being like a fog. They had to delay the game. It was crazy. >> I know. We saw all these things. I was like, man, I'm glad I'm not in Chicago. >> Yeah. >> Beautiful where I was. Tornado rain in Wisconsin. >> I know, right? It was great. >> Yeah. It was great. >> uh yeah. It's always fun get heading up there watching some fireworks on, uh, where it's legal. >> Yeah, I know, right? Cuz you get your going on right now?" >> [laughter] here. I mean, my god, like my neighbor was like the fireworks are going off was like, "Really?" I was like, "Wow, that's crazy." That's it's good to be back, man. It's good to be back into these markets. I mean, to me, Mikey, this is basically I know we had, you know, trading last week Wednesday and and Thursday, but this is the beginning of the new quarter now. I think, uh, it's going to be fascinating to see if if semis pick up. Um, I don't trading on Thursday yet. I hadn't completely stopped yet. I was still kind of glancing at some things. I put on some risk. Um, I sold some puts and a lot of those a couple of tech tech names. I didn't get carried away cuz I'm "We'll see what happens." But, there was yes last week was week two of selling in in tech. And, uh, mostly semis, I should say. And, I was just curious to see if four, but it's it's kind of a new uh it's a new quarter, right? And, we'll see if it's going to be more buying of semis or if some point or another. I mean, we've seen some rotation, but I'm just curious to see if this is going to be uh more more crazy just buying of semis and just like nonstop bids or is there going to be a leveling out at some point in time? I will say though, dude, I don't know which way you went up, but my way up to Wisconsin, huge data center. Huge I mean, I thing was taking over. It was in uh Sheboygan, Wisconsin. Right up a little bit north of Milwaukee. Massive data center being built. So, this is real. Like, it's not this this AI stuff, this data center. Dude, land that thing was what that was taking up. It is insane. I mean, it is huge. it's a real thing. And again, that's an area near water, which is what they believe the size of this thing. >> I missed I did not see that. I must have been I must have been adjacent to that. But, it's funny you bring that up cuz I through Milwaukee, through the north-south uh bypass. And then somehow we ended up on Highway 10. there's some eerie vibes going on in There was a huge billboard that said free wine next exit. And I'm I just in like all caps. All caps as big as as big as can And then we look at the exit, we look left, and it's like, I kid you not, this left, and it's like, I kid you not, this like fake town where it was like seven were all different colors, but it there's nobody inside of it. It was like a very odd like eerie place. It's like they lure you there to they lure you there to get wine.