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Shares of semiconductor firms since the October lows have quietly led the financial markets higher.
Remember, easy narratives drive stock prices, regardless of facts. This is a lesson and an opportunity for investors.
And learn about the other major collaborations that Nvidia depends on.
And there are two BIG benefits for investors who stay alert.
Here’s the picture I’m seeing from my model and global liquidity levels.
U.S. lawmakers are taking dead aim at Chinese businesses, and their actions will likely benefit 1 big company many have recently given up on.
Semiconductor investors are wrong to worry about rising geopolitical tensions. Deglobalization and energy transition will be a boon for the chip sector.
It has less to do with the person themselves and everything to do with their disappearing act.
The Fed just hiked interest rates another 75 basis points, marking the fourth consecutive increase of the same magnitude, and bringing the benchmark interest rate to its highest level since 2008.
Cybersecurity investment ‘hacks’ to set you up for safety & returns.