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Podcast EP 126 Gushing Semi-Conductors (Jan 25)

Podcast EP 126 Gushing Semi-Conductors (Jan 25)

Published 2 years, 2 months ago
Description

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Recommended by

Doomberg Adam Taggart Herb Greenberg

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Show Notes

Summary of the day

3:57pm. Very strong close. Lets talk about NVDA. INTEL.

Semi-Conductors are running out of gas! Check out $SOX , $SMH , $NVDA , $ASML , $LRCX . My point is watch $NVDA. it is the chip market!

It is a race of $META and $NVDA . The largest buyer of NVDA AI Chips and largest supplier of AI chips.

Freebie. My 2nd barometric reading is almost there. This is the money printing machine in 1 chart. Multiple crashes and rallies. My long term target for this ratio chart is $25 USD. Either vix is exploding or prices of risk assets declining, and or both. Disclaimer: we can still rally some more from here. Especially if the Fed rate cut happens Jan 31 since everyone is expecting it. Watch the banks as they need lower rates.

Fo

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