Ivanhoff Capital

FOMO in Semis (opens in new tab)

MarketSurge powers the charts in this video. It is a bull market. Even the tiniest dips are getting bought. Everything is very extended, especially semis, but they are not really pulling back yet. Earnings keep coming hot and, in a way, justifying the chase. TXN, INTC, LRCX crushed estimates and guided higher again, foreshadowing that … Continue reading "FOMO in Semis"

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