<p>➀ Jonathan Goldberg warns of a classic bubble forming in the semiconductor sector due to the AI boom.</p><p>➁ He discusses the rise of Neo-Cloud companies and the financial implications of partnerships like OpenAI and AMD.</p><p>➂ Goldberg expresses concerns about China's rapid advancements in semiconductor technology, particularly Huawei's development of EUV lithography and the potential impact on global markets.</p>