When The Chips Are Down

When The Chips Are Down

The story on Monday is the rout in semis. I'm not sure there's any way to dance around that. You may not care about chip stocks. I certainly don't. To be clear, I'm not sure why anyone would own them knowing where we are in the cycle and considering how sensitive they are to trade escalations, but it makes no difference to me. What does matter, though, is the macro story and semis are now synonymous with that overarching narrative. This is similar to what happened in November, by the way. At v
Subscribe or log in to read the rest of this content.

Speak your mind

This site uses Akismet to reduce spam. Learn how your comment data is processed.

NEWSROOM crewneck & prints