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Chip madness getting close to FOMO mania phase? episode artwork

EPISODE · May 6, 2026 · 14 MIN

Chip madness getting close to FOMO mania phase?

from Saxo Market Call · host SaxoStrats

Here is today's John J. Hardy substack post. Today, a look at the latest run-up in semiconductor names, especially after AMD reported earnings yesterday after the close and whether this almost parabolic action in the SOX index is some kind of mania phase in this market. Also, a look at the latest in macro and FX, as Japan's Ministry of Finance seems to be out showing its determination once again to strengthen the yen. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at [email protected] for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Episode metadata supplied by the publisher feed · Published May 6, 2026

What this episode covers

Here is today's John J. Hardy substack post. Today, a look at the latest run-up in semiconductor names, especially after AMD reported earnings yesterday after the close and whether this almost parabolic action in the SOX index is some kind of mania phase in this market. Also, a look at the latest in macro and FX, as Japan's Ministry of Finance seems to be out showing its determination once again to strengthen the yen. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at [email protected] for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

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Chip madness getting close to FOMO mania phase?

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Frequently Asked Questions

How long is this episode of Saxo Market Call?

This episode is 14 minutes long.

When was this Saxo Market Call episode published?

This episode was published on May 6, 2026.

What is this episode about?

Here is today's John J. Hardy substack post. Today, a look at the latest run-up in semiconductor names, especially after AMD reported earnings yesterday after the close and whether this almost parabolic action in the SOX index is some kind of mania...

Can I download this Saxo Market Call episode?

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